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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 | $198,531 | $85,766+131.5% | $136,298+45.7% | $70,126+183.1% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 13.66% | 31.46%-17.8pp | 5156.27%-5142.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $11,981 | $2,966+303.9% | $4,696+155.2% | $2,343+411.5% |
| Participant deferral / active EE | $2,404 | $5,051-52.4% | $6,247-61.5% | $3,332-27.8% |
| Admin fee / account holder | $7,961 | $5,421+46.9% | $9,244-13.9% | $4,645+71.4% |