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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 | $146,517 | $51,184+186.3% | $66,439+120.5% | $86,983+68.4% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.5%+23.4pp | 69.5%+28.4pp |
| Annual return | 10.07% | 17.07%-7.0pp | 757.66%-747.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $4,853 | $2,023+139.9% | $2,637+84.1% | $2,584+87.8% |
| Participant deferral / active EE | $3,926 | $2,927+34.1% | $3,876+1.3% | $4,194-6.4% |
| Admin fee / account holder | $16,340 | $4,154+293.3% | $6,173+164.7% | $7,856+108.0% |