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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 | $165,539 | $86,949+90.4% | $102,460+61.6% | $80,959+104.5% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.7%+24.6pp |
| Annual return | 8.35% | 18.89%-10.5pp | 29.47%-21.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $17,650 | $2,370+644.8% | $3,025+483.5% | $2,757+540.2% |
| Participant deferral / active EE | $3,312 | $4,121-19.6% | $5,056-34.5% | $4,300-23.0% |
| Admin fee / account holder | $35,363 | $8,048+339.4% | $9,460+273.8% | $6,925+410.6% |