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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 | $149,977 | $77,908+92.5% | $149,696+0.2% | $75,173+99.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.77% | 31.73%-21.0pp | 134.46%-123.7pp | 160.72%-149.9pp |
| Employer contribution / active EE | $9,560 | $3,138+204.7% | $4,821+98.3% | $2,671+257.9% |
| Participant deferral / active EE | $5,690 | $3,411+66.8% | $5,682+0.1% | $4,126+37.9% |
| Admin fee / account holder | $1,553 | $5,950-73.9% | $13,212-88.2% | $5,651-72.5% |