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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 | $48,284+225.7% | $67,524+132.9% | $80,911+94.4% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.6%+28.5pp |
| Annual return | 11.04% | 18.27%-7.2pp | 3519.41%-3508.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $2,958 | $2,021+46.3% | $2,734+8.2% | $2,756+7.3% |
| Participant deferral / active EE | $4,944 | $2,927+68.9% | $4,001+23.6% | $4,297+15.0% |
| Admin fee / account holder | $12,753 | $3,688+245.8% | $4,001+218.8% | $6,935+83.9% |