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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 | $99,875+105.7% | $146,866+39.9% | $86,983+136.2% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.5%+16.8pp |
| Annual return | 8.42% | 28.10%-19.7pp | 102.85%-94.4pp | 25.83%-17.4pp |
| Employer contribution / active EE | $14,377 | $3,224+345.9% | $4,425+224.9% | $2,584+456.3% |
| Participant deferral / active EE | $9,916 | $6,322+56.8% | $7,759+27.8% | $4,194+136.4% |
| Admin fee / account holder | $78,789 | $7,838+905.2% | $13,620+478.5% | $7,856+902.9% |