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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 | $183,282 | $73,787+148.4% | $98,716+85.7% | $82,448+122.3% |
| Participation rate | 80.7% | 61.4%+19.3pp | 69.3%+11.4pp | 68.1%+12.6pp |
| Annual return | 12.35% | 18.57%-6.2pp | 31.81%-19.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,873 | $1,511+23.9% | $2,279-17.8% | $2,551-26.6% |
| Participant deferral / active EE | $3,814 | $3,081+23.8% | $4,048-5.8% | $4,139-7.9% |
| Admin fee / account holder | $14,419 | $6,500+121.8% | $8,703+65.7% | $7,234+99.3% |