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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 | $136,297 | $58,311+133.7% | $81,882+66.5% | $80,959+68.4% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 10.14% | 41.85%-31.7pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $7,252 | $2,347+209.0% | $2,916+148.7% | $2,757+163.0% |
| Participant deferral / active EE | $4,875 | $3,287+48.3% | $4,323+12.8% | $4,300+13.4% |
| Admin fee / account holder | $4,215 | $4,752-11.3% | $7,360-42.7% | $6,925-39.1% |