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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 | $187,684 | $89,367+110.0% | $141,191+32.9% | $72,975+157.2% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 15.57% | 111.87%-96.3pp | 71.41%-55.8pp | 81.01%-65.4pp |
| Employer contribution / active EE | $6,447 | $3,115+107.0% | $4,736+36.1% | $2,440+164.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19,299 | $5,957+224.0% | $10,264+88.0% | $5,124+276.6% |