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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 | $122,806 | $29,319+318.9% | $52,425+134.3% | $82,448+48.9% |
| Participation rate | 96.8% | 46.9%+49.9pp | 55.6%+41.2pp | 68.1%+28.7pp |
| Annual return | 9.24% | 535.20%-526.0pp | 302.12%-292.9pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,687 | $586+358.2% | $914+193.9% | $2,551+5.3% |
| Participant deferral / active EE | $2,398 | $1,171+104.7% | $1,790+33.9% | $4,139-42.1% |
| Admin fee / account holder | $3,483 | $1,962+77.5% | $2,495+39.6% | $7,234-51.9% |