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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 | $175,757 | $72,273+143.2% | $101,275+73.5% | $79,856+120.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.15% | 22.30%-13.1pp | 46.48%-37.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $11,727 | $2,691+335.7% | $3,660+220.4% | $2,471+374.5% |
| Participant deferral / active EE | $1,942 | $3,282-40.8% | $4,371-55.6% | $3,741-48.1% |
| Admin fee / account holder | $42,482 | $4,401+865.2% | $5,948+614.2% | $5,306+700.6% |