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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 | $194,957 | $81,276+139.9% | $155,574+25.3% | $80,925+140.9% |
| Participation rate | 85.2% | 66.2%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 9.63% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $2,377 | $3,103-23.4% | $4,676-49.2% | $2,756-13.8% |
| Participant deferral / active EE | $3,179 | $3,453-7.9% | $5,629-43.5% | $4,299-26.0% |
| Admin fee / account holder | $1,618 | $7,993-79.8% | $15,914-89.8% | $6,940-76.7% |