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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 | $194,975 | $58,391+233.9% | $76,657+154.3% | $72,975+167.2% |
| Participation rate | 77.0% | 67.4%+9.7pp | 72.1%+5.0pp | 69.5%+7.6pp |
| Annual return | 14.02% | 2306.65%-2292.6pp | 1166.74%-1152.7pp | 81.01%-67.0pp |
| Employer contribution / active EE | $9,057 | $1,787+406.9% | $2,303+293.4% | $2,440+271.2% |
| Participant deferral / active EE | $3,110 | $2,690+15.6% | $3,335-6.8% | $3,608-13.8% |
| Admin fee / account holder | $2,042 | $4,014-49.1% | $6,423-68.2% | $5,124-60.1% |