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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 | $144,630 | $51,638+180.1% | $68,368+111.5% | $82,448+75.4% |
| Participation rate | 88.5% | 63.6%+24.9pp | 73.8%+14.7pp | 68.1%+20.4pp |
| Annual return | 13.18% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $5,789 | $2,047+182.9% | $2,649+118.5% | $2,551+126.9% |
| Participant deferral / active EE | $3,610 | $2,914+23.9% | $4,123-12.4% | $4,139-12.8% |
| Admin fee / account holder | $27,155 | $4,643+484.8% | $5,150+427.3% | $7,234+275.4% |