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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 | $214,871 | $100,895+113.0% | $90,430+137.6% | $158,950+35.2% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | 4.60% | 1725.54%-1720.9pp | 1293.73%-1289.1pp | 302.91%-298.3pp |
| Employer contribution / active EE | $14,438 | $3,689+291.4% | $3,262+342.6% | $4,762+203.2% |
| Participant deferral / active EE | $4,155 | $4,347-4.4% | $3,963+4.8% | $5,983-30.6% |
| Admin fee / account holder | $39,595 | $6,505+508.7% | $5,613+605.4% | $11,248+252.0% |