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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 | $181,647 | $57,541+215.7% | $95,740+89.7% | $75,173+141.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.50% | 34.93%-23.4pp | 28.41%-16.9pp | 160.72%-149.2pp |
| Employer contribution / active EE | $10,673 | $1,808+490.4% | $2,836+276.3% | $2,671+299.6% |
| Participant deferral / active EE | $6,939 | $3,074+125.7% | $4,244+63.5% | $4,126+68.2% |
| Admin fee / account holder | $12,543 | $4,099+206.0% | $5,676+121.0% | $5,651+122.0% |