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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 | $165,280 | $52,353+215.7% | $120,225+37.5% | $82,448+100.5% |
| Participation rate | 91.8% | 58.3%+33.5pp | 69.6%+22.2pp | 68.1%+23.7pp |
| Annual return | 11.52% | 61.85%-50.3pp | 439.23%-427.7pp | 41.64%-30.1pp |
| Employer contribution / active EE | $694 | $1,510-54.0% | $3,475-80.0% | $2,551-72.8% |
| Participant deferral / active EE | $5,754 | $2,627+119.0% | $3,999+43.9% | $4,139+39.0% |
| Admin fee / account holder | $11,675 | $4,363+167.6% | $5,696+105.0% | $7,234+61.4% |