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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 | $218,957 | $51,638+324.0% | $68,368+220.3% | $82,448+165.6% |
| Participation rate | 87.5% | 63.6%+23.9pp | 73.8%+13.7pp | 68.1%+19.4pp |
| Annual return | 9.99% | 37.53%-27.5pp | 292.57%-282.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $7,516 | $2,047+267.3% | $2,649+183.7% | $2,551+194.6% |
| Participant deferral / active EE | $7,765 | $2,914+166.5% | $4,123+88.3% | $4,139+87.6% |
| Admin fee / account holder | $1,624 | $4,643-65.0% | $5,150-68.5% | $7,234-77.6% |