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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 | $161,676 | $73,955+118.6% | $96,520+67.5% | $75,181+115.1% |
| Participation rate | 96.9% | 66.4%+30.5pp | 74.3%+22.5pp | 67.2%+29.7pp |
| Annual return | 11.88% | 26.72%-14.8pp | 35.72%-23.8pp | 160.69%-148.8pp |
| Employer contribution / active EE | $12,500 | $2,930+326.6% | $3,739+234.3% | $2,671+368.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,596 | $5,217+26.4% | $6,733-2.0% | $5,650+16.7% |