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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 | $215,336 | $87,059+147.3% | $105,608+103.9% | $80,925+166.1% |
| Participation rate | 72.4% | 70.4%+2.0pp | 75.3%-2.9pp | 67.7%+4.8pp |
| Annual return | 8.62% | 17.05%-8.4pp | 116.50%-107.9pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,690 | $2,396-29.5% | $3,167-46.6% | $2,756-38.7% |
| Participant deferral / active EE | $5,805 | $3,986+45.6% | $5,010+15.9% | $4,299+35.0% |
| Admin fee / account holder | $41,182 | $8,443+387.8% | $11,028+273.4% | $6,940+493.4% |