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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 | $48,327+343.6% | $67,575+217.3% | $80,935+164.9% |
| Participation rate | 97.2% | 66.4%+30.8pp | 72.9%+24.3pp | 67.7%+29.6pp |
| Annual return | 9.55% | 18.31%-8.8pp | 3528.98%-3519.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $6,851 | $2,022+238.8% | $2,736+150.5% | $2,757+148.5% |
| Participant deferral / active EE | $1,562 | $2,927-46.6% | $4,003-61.0% | $4,299-63.7% |
| Admin fee / account holder | $12,444 | $3,692+237.0% | $3,993+211.7% | $6,924+79.7% |