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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 | $206,893 | $97,550+112.1% | $120,344+71.9% | $87,485+136.5% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.7%+11.4pp | 68.9%+19.2pp |
| Annual return | 10.08% | 18.41%-8.3pp | 20.30%-10.2pp | 26.06%-16.0pp |
| Employer contribution / active EE | $920 | $2,291-59.8% | $3,020-69.5% | $2,596-64.6% |
| Participant deferral / active EE | $7,248 | $4,230+71.4% | $5,135+41.2% | $4,274+69.6% |
| Admin fee / account holder | $42,267 | $9,543+342.9% | $12,742+231.7% | $7,775+443.6% |