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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 | $87,132+147.1% | $105,624+103.9% | $80,959+166.0% |
| Participation rate | 72.4% | 70.4%+2.0pp | 75.3%-2.9pp | 67.7%+4.7pp |
| Annual return | 8.62% | 17.03%-8.4pp | 116.20%-107.6pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,690 | $2,397-29.5% | $3,168-46.6% | $2,757-38.7% |
| Participant deferral / active EE | $5,805 | $3,985+45.7% | $5,013+15.8% | $4,300+35.0% |
| Admin fee / account holder | $41,182 | $8,449+387.4% | $10,961+275.7% | $6,925+494.7% |