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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 | $195,185 | $93,617+108.5% | $135,982+43.5% | $75,177+159.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.79% | 30.89%-19.1pp | 68.32%-56.5pp | 160.75%-149.0pp |
| Employer contribution / active EE | $13,166 | $3,538+272.1% | $4,859+171.0% | $2,671+392.9% |
| Participant deferral / active EE | $8,854 | $6,406+38.2% | $7,760+14.1% | $4,126+114.6% |
| Admin fee / account holder | $1,862 | $6,980-73.3% | $10,767-82.7% | $5,651-67.0% |