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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 | $98,997 | $201,372-50.8% | $184,260-46.3% | $145,884-32.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 8.78% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $12,609 | $7,024+79.5% | $6,427+96.2% | $4,662+170.5% |
| Participant deferral / active EE | $7,029 | $9,808-28.3% | $9,133-23.0% | $6,690+5.1% |
| Admin fee / account holder | $61,857 | $16,362+278.1% | $13,898+345.1% | $13,392+361.9% |