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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 | $188,538 | $143,969+31.0% | $199,883-5.7% | $82,637+128.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.80% | 25.67%-12.9pp | 43.81%-31.0pp | 53.51%-40.7pp |
| Employer contribution / active EE | $8,294 | $4,632+79.0% | $6,261+32.5% | $2,552+225.0% |
| Participant deferral / active EE | $4,494 | $6,937-35.2% | $9,138-50.8% | $4,126+8.9% |
| Admin fee / account holder | $2,251 | $14,597-84.6% | $17,268-87.0% | $7,339-69.3% |