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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 | $50,554+189.8% | $67,681+116.5% | $87,485+67.5% |
| Participation rate | 97.9% | 67.7%+30.2pp | 73.7%+24.2pp | 68.9%+29.0pp |
| Annual return | 10.07% | 17.81%-7.7pp | 590.58%-580.5pp | 26.06%-16.0pp |
| Employer contribution / active EE | $4,853 | $1,988+144.1% | $2,678+81.2% | $2,596+86.9% |
| Participant deferral / active EE | $3,926 | $2,961+32.6% | $3,976-1.3% | $4,274-8.1% |
| Admin fee / account holder | $16,340 | $4,132+295.4% | $6,100+167.9% | $7,775+110.2% |