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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 | $205,417 | $106,524+92.8% | $152,301+34.9% | $87,485+134.8% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.4%+3.9pp | 68.9%+17.4pp |
| Annual return | 8.42% | 26.89%-18.5pp | 80.50%-72.1pp | 26.06%-17.6pp |
| Employer contribution / active EE | $14,377 | $3,371+326.5% | $4,624+210.9% | $2,596+453.8% |
| Participant deferral / active EE | $9,916 | $6,525+52.0% | $8,004+23.9% | $4,274+132.0% |
| Admin fee / account holder | $78,789 | $8,287+850.8% | $14,398+447.2% | $7,775+913.4% |