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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 | $197,834 | $98,766+100.3% | $149,730+32.1% | $79,852+147.8% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 7.09% | 27.43%-20.3pp | 276.70%-269.6pp | 31.72%-24.6pp |
| Employer contribution / active EE | $2,593 | $3,217-19.4% | $4,645-44.2% | $2,471+4.9% |
| Participant deferral / active EE | $3,425 | $5,681-39.7% | $6,843-50.0% | $3,740-8.4% |
| Admin fee / account holder | $9,373 | $6,052+54.9% | $9,310+0.7% | $5,306+76.6% |