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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 | $170,548 | $85,766+98.9% | $136,298+25.1% | $70,126+143.2% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 11.23% | 31.46%-20.2pp | 5156.27%-5145.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,069 | $2,966-30.2% | $4,696-55.9% | $2,343-11.7% |
| Participant deferral / active EE | $3,247 | $5,051-35.7% | $6,247-48.0% | $3,332-2.6% |
| Admin fee / account holder | $2,653 | $5,421-51.1% | $9,244-71.3% | $4,645-42.9% |