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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 | $149,950 | $67,894+120.9% | $89,340+67.8% | $82,448+81.9% |
| Participation rate | 93.1% | 64.0%+29.1pp | 69.6%+23.5pp | 68.1%+25.0pp |
| Annual return | 11.77% | 19.21%-7.4pp | 20.57%-8.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $5,464 | $1,828+199.0% | $2,231+144.9% | $2,551+114.2% |
| Participant deferral / active EE | $10,406 | $3,072+238.7% | $3,823+172.2% | $4,139+151.4% |
| Admin fee / account holder | $64,658 | $5,723+1029.8% | $6,704+864.5% | $7,234+793.8% |