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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 | $136,081 | $61,390+121.7% | $112,228+21.3% | $75,177+81.0% |
| Participation rate | 90.9% | 61.6%+29.3pp | 72.4%+18.5pp | 67.2%+23.7pp |
| Annual return | 11.04% | 28.47%-17.4pp | 30.23%-19.2pp | 160.75%-149.7pp |
| Employer contribution / active EE | $9,314 | $2,015+362.3% | $3,432+171.4% | $2,671+248.7% |
| Participant deferral / active EE | $1,546 | $3,108-50.3% | $4,800-67.8% | $4,126-62.5% |
| Admin fee / account holder | $16,148 | $4,862+232.2% | $7,752+108.3% | $5,651+185.7% |