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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 | $148,350 | $106,749+39.0% | $145,433+2.0% | $82,448+79.9% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 13.69% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $10,982 | $3,444+218.8% | $4,554+141.1% | $2,551+330.5% |
| Participant deferral / active EE | $13,964 | $6,519+114.2% | $7,897+76.8% | $4,139+237.4% |
| Admin fee / account holder | $57,940 | $8,390+590.6% | $13,129+341.3% | $7,234+700.9% |