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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 | $191,386 | $81,476+134.9% | $102,383+86.9% | $80,925+136.5% |
| Participation rate | 89.5% | 66.8%+22.6pp | 74.5%+15.0pp | 67.7%+21.8pp |
| Annual return | 8.88% | 25.59%-16.7pp | 24.94%-16.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $17,875 | $3,105+475.7% | $3,870+361.9% | $2,756+548.5% |
| Participant deferral / active EE | $4,261 | $3,871+10.1% | $5,060-15.8% | $4,299-0.9% |
| Admin fee / account holder | $10,251 | $6,717+52.6% | $8,391+22.2% | $6,940+47.7% |