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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 | $171,881 | $77,908+120.6% | $149,696+14.8% | $75,173+128.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.19% | 31.73%-22.5pp | 134.46%-125.3pp | 160.72%-151.5pp |
| Employer contribution / active EE | $7,773 | $3,138+147.7% | $4,821+61.2% | $2,671+191.0% |
| Participant deferral / active EE | $6,641 | $3,411+94.7% | $5,682+16.9% | $4,126+60.9% |
| Admin fee / account holder | $54,256 | $5,950+811.9% | $13,212+310.7% | $5,651+860.2% |