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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 | $111,537 | $76,407+46.0% | $150,298-25.8% | $82,448+35.3% |
| Participation rate | 98.6% | 66.4%+32.3pp | 77.8%+20.9pp | 68.1%+30.6pp |
| Annual return | 12.93% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $8,248 | $2,614+215.5% | $4,154+98.6% | $2,551+223.3% |
| Participant deferral / active EE | $6,469 | $3,214+101.3% | $5,453+18.6% | $4,139+56.3% |
| Admin fee / account holder | $110,087 | $6,352+1633.1% | $14,116+679.9% | $7,234+1421.7% |