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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 | $157,275 | $48,337+225.4% | $67,560+132.8% | $80,959+94.3% |
| Participation rate | 96.2% | 66.4%+29.7pp | 72.9%+23.2pp | 67.7%+28.5pp |
| Annual return | 11.04% | 18.26%-7.2pp | 3533.50%-3522.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,958 | $2,023+46.3% | $2,737+8.1% | $2,757+7.3% |
| Participant deferral / active EE | $4,944 | $2,928+68.8% | $4,004+23.5% | $4,300+15.0% |
| Admin fee / account holder | $12,753 | $3,695+245.1% | $3,994+219.3% | $6,925+84.1% |