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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 | $155,306 | $47,479+227.1% | $62,929+146.8% | $82,448+88.4% |
| Participation rate | 98.0% | 66.9%+31.2pp | 73.1%+24.9pp | 68.1%+30.0pp |
| Annual return | 11.17% | 20.34%-9.2pp | 1063.93%-1052.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $6,609 | $1,885+250.5% | $2,505+163.9% | $2,551+159.1% |
| Participant deferral / active EE | $5,823 | $2,870+102.9% | $3,888+49.8% | $4,139+40.7% |
| Admin fee / account holder | $10,334 | $3,804+171.7% | $5,065+104.0% | $7,234+42.8% |