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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 | $153,873 | $77,638+98.2% | $156,551-1.7% | $62,881+144.7% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 0.60% | 50.33%-49.7pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $9,817 | $3,444+185.1% | $5,501+78.5% | $2,281+330.4% |
| Participant deferral / active EE | $7,266 | $3,046+138.6% | $4,871+49.2% | $3,203+126.9% |
| Admin fee / account holder | $1,812 | $5,561-67.4% | $13,028-86.1% | $4,296-57.8% |