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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 | $153,363 | $93,598+63.9% | $135,974+12.8% | $75,173+104.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.68% | 30.89%-23.2pp | 68.30%-60.6pp | 160.72%-153.0pp |
| Employer contribution / active EE | $7,447 | $3,538+110.5% | $4,859+53.3% | $2,671+178.8% |
| Participant deferral / active EE | $10,069 | $6,405+57.2% | $7,760+29.8% | $4,126+144.0% |
| Admin fee / account holder | $13,985 | $6,978+100.4% | $10,767+29.9% | $5,651+147.5% |