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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,355 | $51,638+237.7% | $68,368+155.0% | $82,448+111.5% |
| Participation rate | 80.6% | 63.6%+16.9pp | 73.8%+6.8pp | 68.1%+12.5pp |
| Annual return | 13.30% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,845 | $2,047+87.9% | $2,649+45.1% | $2,551+50.7% |
| Participant deferral / active EE | $7,389 | $2,914+153.6% | $4,123+79.2% | $4,139+78.5% |
| Admin fee / account holder | $1,213 | $4,643-73.9% | $5,150-76.5% | $7,234-83.2% |