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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 | $204,335 | $93,598+118.3% | $135,974+50.3% | $75,173+171.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.85% | 30.89%-16.0pp | 68.30%-53.5pp | 160.72%-145.9pp |
| Employer contribution / active EE | $11,151 | $3,538+215.2% | $4,859+129.5% | $2,671+317.5% |
| Participant deferral / active EE | $6,631 | $6,405+3.5% | $7,760-14.6% | $4,126+60.7% |
| Admin fee / account holder | $48,952 | $6,978+601.5% | $10,767+354.7% | $5,651+766.3% |