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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 | $174,355 | $49,976+248.9% | $66,674+161.5% | $82,637+111.0% |
| Participation rate | 80.6% | 63.1%+17.5pp | 73.7%+6.9pp | 68.1%+12.5pp |
| Annual return | 13.30% | 39.09%-25.8pp | 321.24%-307.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $3,845 | $1,988+93.4% | $2,620+46.7% | $2,552+50.7% |
| Participant deferral / active EE | $7,389 | $2,847+159.6% | $4,084+80.9% | $4,126+79.1% |
| Admin fee / account holder | $1,213 | $4,594-73.6% | $5,098-76.2% | $7,339-83.5% |