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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 | $214,398 | $48,284+344.0% | $67,524+217.5% | $80,911+165.0% |
| Participation rate | 97.2% | 66.4%+30.8pp | 72.9%+24.3pp | 67.6%+29.6pp |
| Annual return | 9.55% | 18.27%-8.7pp | 3519.41%-3509.9pp | 35.63%-26.1pp |
| Employer contribution / active EE | $6,851 | $2,021+238.9% | $2,734+150.6% | $2,756+148.6% |
| Participant deferral / active EE | $1,562 | $2,927-46.6% | $4,001-61.0% | $4,297-63.6% |
| Admin fee / account holder | $12,444 | $3,688+237.4% | $4,001+211.1% | $6,935+79.5% |