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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 | $145,731 | $85,766+69.9% | $136,297+6.9% | $70,124+107.8% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 13.60% | 31.45%-17.9pp | 5156.19%-5142.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,296 | $2,966+11.1% | $4,696-29.8% | $2,342+40.7% |
| Participant deferral / active EE | $8,370 | $5,051+65.7% | $6,247+34.0% | $3,332+151.2% |
| Admin fee / account holder | $943 | $5,420-82.6% | $9,244-89.8% | $4,645-79.7% |