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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 | $180,055 | $85,766+109.9% | $136,298+32.1% | $70,126+156.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.18% | 31.46%-19.3pp | 5156.27%-5144.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $6,704 | $2,966+126.0% | $4,696+42.8% | $2,343+186.2% |
| Participant deferral / active EE | $8,494 | $5,051+68.2% | $6,247+36.0% | $3,332+154.9% |
| Admin fee / account holder | $28,920 | $5,421+433.5% | $9,244+212.9% | $4,645+522.5% |