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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 | $163,666 | $102,393+59.8% | $147,041+11.3% | $80,911+102.3% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 11.74% | 134.95%-123.2pp | 419.21%-407.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $4,322 | $3,715+16.3% | $4,935-12.4% | $2,756+56.8% |
| Participant deferral / active EE | $10,609 | $6,647+59.6% | $8,071+31.4% | $4,297+146.9% |
| Admin fee / account holder | $7,603 | $7,943-4.3% | $13,006-41.5% | $6,935+9.6% |