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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 | $119,209 | $85,766+39.0% | $136,298-12.5% | $70,126+70.0% |
| Participation rate | 86.3% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 13.93% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,588 | $2,966-46.5% | $4,696-66.2% | $2,343-32.2% |
| Participant deferral / active EE | $2,582 | $5,051-48.9% | $6,247-58.7% | $3,332-22.5% |
| Admin fee / account holder | $17,179 | $5,421+216.9% | $9,244+85.8% | $4,645+269.8% |