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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 | $207,742 | $91,179+127.8% | $178,499+16.4% | $79,852+160.2% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 8.06% | 24.19%-16.1pp | 151.10%-143.0pp | 31.72%-23.7pp |
| Employer contribution / active EE | $10,269 | $3,256+215.4% | $5,011+104.9% | $2,471+315.5% |
| Participant deferral / active EE | $8,525 | $3,236+163.5% | $5,202+63.9% | $3,740+127.9% |
| Admin fee / account holder | $3,315 | $6,749-50.9% | $13,986-76.3% | $5,306-37.5% |