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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 | $178,552 | $85,766+108.2% | $136,298+31.0% | $70,126+154.6% |
| Participation rate | 92.7% | 74.2%+18.6pp | 81.9%+10.8pp | 69.5%+23.2pp |
| Annual return | 13.80% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $6,320 | $2,966+113.1% | $4,696+34.6% | $2,343+169.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,426 | $5,421+184.6% | $9,244+66.9% | $4,645+232.1% |