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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 | $144,496 | $51,638+179.8% | $68,368+111.4% | $82,448+75.3% |
| Participation rate | 89.7% | 63.6%+26.0pp | 73.8%+15.9pp | 68.1%+21.6pp |
| Annual return | 4.77% | 37.53%-32.8pp | 292.57%-287.8pp | 41.64%-36.9pp |
| Employer contribution / active EE | $4,428 | $2,047+116.4% | $2,649+67.2% | $2,551+73.6% |
| Participant deferral / active EE | $7,525 | $2,914+158.3% | $4,123+82.5% | $4,139+81.8% |
| Admin fee / account holder | $43,539 | $4,643+837.6% | $5,150+745.4% | $7,234+501.8% |