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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 | $78,181 | $29,319+166.7% | $52,425+49.1% | $82,448-5.2% |
| Participation rate | 85.7% | 46.9%+38.9pp | 55.6%+30.1pp | 68.1%+17.6pp |
| Annual return | 11.43% | 535.20%-523.8pp | 302.12%-290.7pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,224 | $586+108.8% | $914+33.9% | $2,551-52.0% |
| Participant deferral / active EE | $1,346 | $1,171+14.9% | $1,790-24.8% | $4,139-67.5% |
| Admin fee / account holder | $12,102 | $1,962+516.8% | $2,495+385.1% | $7,234+67.3% |