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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 | $228,782 | $98,760+131.7% | $149,710+52.8% | $79,860+186.5% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 8.40% | 27.43%-19.0pp | 276.63%-268.2pp | 31.72%-23.3pp |
| Employer contribution / active EE | $2,327 | $3,217-27.7% | $4,645-49.9% | $2,471-5.8% |
| Participant deferral / active EE | $7,115 | $5,681+25.2% | $6,842+4.0% | $3,740+90.2% |
| Admin fee / account holder | $8,451 | $6,053+39.6% | $9,309-9.2% | $5,306+59.3% |