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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 | $51,638+247.6% | $68,368+162.5% | $82,448+117.7% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 11.60% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $20,513 | $2,047+902.3% | $2,649+674.4% | $2,551+704.1% |
| Participant deferral / active EE | $1,163 | $2,914-60.1% | $4,123-71.8% | $4,139-71.9% |
| Admin fee / account holder | $50,752 | $4,643+993.0% | $5,150+885.5% | $7,234+601.5% |