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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 | $157,569 | $77,814+102.5% | $158,223-0.4% | $86,983+81.1% |
| Participation rate | 89.7% | 68.4%+21.2pp | 79.2%+10.5pp | 69.5%+20.1pp |
| Annual return | 9.32% | 30.54%-21.2pp | 52.09%-42.8pp | 25.83%-16.5pp |
| Employer contribution / active EE | $2,035 | $2,592-21.5% | $4,109-50.5% | $2,584-21.3% |
| Participant deferral / active EE | $5,156 | $3,270+57.7% | $5,467-5.7% | $4,194+22.9% |
| Admin fee / account holder | $79,387 | $5,879+1250.3% | $16,047+394.7% | $7,856+910.5% |