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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 | $197,111 | $93,345+111.2% | $119,126+65.5% | $87,485+125.3% |
| Participation rate | 96.0% | 68.7%+27.3pp | 75.8%+20.2pp | 68.9%+27.1pp |
| Annual return | 11.52% | 19.08%-7.6pp | 282.11%-270.6pp | 26.06%-14.5pp |
| Employer contribution / active EE | $4,680 | $3,172+47.5% | $4,034+16.0% | $2,596+80.2% |
| Participant deferral / active EE | $10,250 | $4,099+150.1% | $5,318+92.8% | $4,274+139.9% |
| Admin fee / account holder | $1,630 | $8,039-79.7% | $10,693-84.8% | $7,775-79.0% |