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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 | $202,831 | $108,825+86.4% | $156,181+29.9% | $82,448+146.0% |
| Participation rate | 92.1% | 72.4%+19.7pp | 78.8%+13.3pp | 68.1%+24.0pp |
| Annual return | 11.25% | 20.59%-9.3pp | 64.87%-53.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $10,911 | $2,870+280.2% | $4,294+154.1% | $2,551+327.7% |
| Participant deferral / active EE | $8,596 | $4,577+87.8% | $6,132+40.2% | $4,139+107.7% |
| Admin fee / account holder | $65,623 | $9,341+602.6% | $14,586+349.9% | $7,234+807.1% |