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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 | $148,006 | $46,599+217.6% | $64,101+130.9% | $75,173+96.9% |
| Participation rate | 96.7% | 65.9%+30.7pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | 10.97% | 26.06%-15.1pp | 33.72%-22.8pp | 160.72%-149.7pp |
| Employer contribution / active EE | $2,522 | $1,975+27.7% | $2,749-8.2% | $2,671-5.6% |
| Participant deferral / active EE | $4,580 | $2,837+61.4% | $3,881+18.0% | $4,126+11.0% |
| Admin fee / account holder | $22,066 | $2,956+646.5% | $3,070+618.7% | $5,651+290.5% |