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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 | $47,479+226.0% | $62,929+146.0% | $82,448+87.7% |
| Participation rate | 90.9% | 66.9%+24.0pp | 73.1%+17.8pp | 68.1%+22.8pp |
| Annual return | 8.98% | 20.34%-11.4pp | 1063.93%-1054.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $3,764 | $1,885+99.7% | $2,505+50.3% | $2,551+47.6% |
| Participant deferral / active EE | $5,882 | $2,870+104.9% | $3,888+51.3% | $4,139+42.1% |
| Admin fee / account holder | $11,225 | $3,804+195.1% | $5,065+121.6% | $7,234+55.2% |