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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 | $215,816 | $124,346+73.6% | $111,308+93.9% | $167,536+28.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.88% | 37.45%-28.6pp | 54.67%-45.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $12,315 | $3,437+258.3% | $2,732+350.8% | $4,839+154.5% |
| Participant deferral / active EE | $3,472 | $5,182-33.0% | $4,487-22.6% | $6,342-45.3% |
| Admin fee / account holder | $14,023 | $10,621+32.0% | $7,965+76.1% | $12,315+13.9% |