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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 | $178,234 | $106,749+67.0% | $145,433+22.6% | $82,448+116.2% |
| Participation rate | 98.4% | 75.6%+22.7pp | 82.1%+16.2pp | 68.1%+30.3pp |
| Annual return | 13.60% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $10,421 | $3,444+202.5% | $4,554+128.8% | $2,551+308.5% |
| Participant deferral / active EE | $7,203 | $6,519+10.5% | $7,897-8.8% | $4,139+74.0% |
| Admin fee / account holder | $11,380 | $8,390+35.6% | $13,129-13.3% | $7,234+57.3% |