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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 | $108,178 | $48,327+123.8% | $67,575+60.1% | $80,935+33.7% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.7%+21.2pp |
| Annual return | 10.53% | 18.31%-7.8pp | 3528.98%-3518.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $3,510 | $2,022+73.6% | $2,736+28.3% | $2,757+27.3% |
| Participant deferral / active EE | $5,126 | $2,927+75.1% | $4,003+28.0% | $4,299+19.2% |
| Admin fee / account holder | $19,397 | $3,692+425.3% | $3,993+385.8% | $6,924+180.1% |