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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 | $176,452 | $51,638+241.7% | $68,368+158.1% | $82,448+114.0% |
| Participation rate | 86.2% | 63.6%+22.6pp | 73.8%+12.5pp | 68.1%+18.1pp |
| Annual return | 10.15% | 37.53%-27.4pp | 292.57%-282.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $9,093 | $2,047+344.3% | $2,649+243.3% | $2,551+256.5% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,131 | $4,643-54.1% | $5,150-58.6% | $7,234-70.5% |