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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 | $169,769 | $81,233+109.0% | $155,567+9.1% | $80,874+109.9% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.5pp | 67.6%+22.1pp |
| Annual return | 10.40% | 33.33%-22.9pp | 64.74%-54.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $6,457 | $3,101+108.2% | $4,674+38.1% | $2,756+134.3% |
| Participant deferral / active EE | $4,439 | $3,452+28.6% | $5,628-21.1% | $4,297+3.3% |
| Admin fee / account holder | $31,517 | $7,998+294.1% | $15,916+98.0% | $6,935+354.4% |