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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 | $223,899 | $117,895+89.9% | $102,460+118.5% | $145,897+53.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 7.43% | 31.92%-24.5pp | 29.47%-22.0pp | 552.29%-544.9pp |
| Employer contribution / active EE | $16,323 | $3,619+351.0% | $3,025+439.6% | $4,663+250.1% |
| Participant deferral / active EE | $9,674 | $5,736+68.6% | $5,056+91.3% | $6,689+44.6% |
| Admin fee / account holder | $33,869 | $13,353+153.6% | $9,460+258.0% | $13,390+152.9% |