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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 | $180,773 | $84,236+114.6% | $170,435+6.1% | $70,126+157.8% |
| Participation rate | 95.1% | 70.8%+24.3pp | 83.6%+11.5pp | 69.5%+25.5pp |
| Annual return | 11.88% | 23.06%-11.2pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $9,615 | $3,387+183.9% | $5,432+77.0% | $2,343+310.5% |
| Participant deferral / active EE | $7,624 | $3,086+147.1% | $4,939+54.3% | $3,332+128.8% |
| Admin fee / account holder | $1,164 | $5,698-79.6% | $13,881-91.6% | $4,645-74.9% |