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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 | $149,720 | $77,908+92.2% | $149,6960% | $75,173+99.2% |
| Participation rate | 94.6% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 11.94% | 31.73%-19.8pp | 134.46%-122.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $2,174 | $3,138-30.7% | $4,821-54.9% | $2,671-18.6% |
| Participant deferral / active EE | $7,088 | $3,411+107.8% | $5,682+24.8% | $4,126+71.8% |
| Admin fee / account holder | $79,772 | $5,950+1240.8% | $13,212+503.8% | $5,651+1311.8% |