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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 | $171,194 | $108,825+57.3% | $156,181+9.6% | $82,448+107.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.38% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,601 | $2,870-9.4% | $4,294-39.4% | $2,551+2.0% |
| Participant deferral / active EE | $6,951 | $4,577+51.9% | $6,132+13.4% | $4,139+67.9% |
| Admin fee / account holder | $32,662 | $9,341+249.7% | $14,586+123.9% | $7,234+351.5% |