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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 | $154,774 | $50,554+206.2% | $67,681+128.7% | $87,485+76.9% |
| Participation rate | 90.9% | 67.7%+23.2pp | 73.7%+17.2pp | 68.9%+22.0pp |
| Annual return | 8.98% | 17.81%-8.8pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $3,764 | $1,988+89.3% | $2,678+40.5% | $2,596+45.0% |
| Participant deferral / active EE | $5,882 | $2,961+98.6% | $3,976+47.9% | $4,274+37.6% |
| Admin fee / account holder | $11,225 | $4,132+171.6% | $6,100+84.0% | $7,775+44.4% |