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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 | $164,155 | $70,121+134.1% | $63,803+157.3% | $138,895+18.2% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 9.91% | 946.48%-936.6pp | 543.72%-533.8pp | 145.39%-135.5pp |
| Employer contribution / active EE | $3,591 | $2,882+24.6% | $2,532+41.8% | $4,194-14.4% |
| Participant deferral / active EE | $7,264 | $4,535+60.2% | $3,843+89.0% | $6,396+13.6% |
| Admin fee / account holder | $20,908 | $6,738+210.3% | $5,196+302.3% | $12,562+66.4% |