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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 | $215,556 | $61,125+252.6% | $94,057+129.2% | $87,485+146.4% |
| Participation rate | 85.4% | 64.1%+21.3pp | 73.3%+12.0pp | 68.9%+16.4pp |
| Annual return | 10.66% | 35.20%-24.5pp | 480.62%-470.0pp | 26.06%-15.4pp |
| Employer contribution / active EE | $11,553 | $2,136+440.7% | $2,933+293.9% | $2,596+345.0% |
| Participant deferral / active EE | $9,957 | $3,260+205.4% | $4,709+111.4% | $4,274+133.0% |
| Admin fee / account holder | $30,511 | $5,629+442.1% | $7,244+321.2% | $7,775+292.4% |