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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 | $179,471 | $61,125+193.6% | $94,057+90.8% | $87,485+105.1% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.3%+19.0pp | 68.9%+23.4pp |
| Annual return | 11.60% | 35.20%-23.6pp | 480.62%-469.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $20,513 | $2,136+860.1% | $2,933+599.4% | $2,596+690.1% |
| Participant deferral / active EE | $1,163 | $3,260-64.3% | $4,709-75.3% | $4,274-72.8% |
| Admin fee / account holder | $50,752 | $5,629+801.7% | $7,244+600.6% | $7,775+552.8% |