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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 | $150,096 | $63,703+135.6% | $93,063+61.3% | $82,448+82.0% |
| Participation rate | 83.3% | 63.8%+19.5pp | 72.1%+11.2pp | 68.1%+15.3pp |
| Annual return | 11.93% | -775.43%+787.4pp | 34.15%-22.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,268 | $1,729+31.2% | $2,476-8.4% | $2,551-11.1% |
| Participant deferral / active EE | $8,560 | $2,919+193.2% | $3,958+116.3% | $4,139+106.8% |
| Admin fee / account holder | $2,231 | $5,982-62.7% | $6,033-63.0% | $7,234-69.2% |