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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 | $87,037+147.4% | $106,201+102.8% | $80,874+166.3% |
| Participation rate | 72.4% | 70.4%+2.0pp | 75.3%-2.9pp | 67.6%+4.8pp |
| Annual return | 8.62% | 17.05%-8.4pp | 116.26%-107.6pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,690 | $2,396-29.5% | $3,170-46.7% | $2,756-38.7% |
| Participant deferral / active EE | $5,805 | $3,986+45.6% | $5,012+15.8% | $4,297+35.1% |
| Admin fee / account holder | $41,182 | $8,434+388.3% | $11,039+273.0% | $6,935+493.8% |