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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 | $165,144 | $101,795+62.2% | $165,1000% | $80,959+104.0% |
| Participation rate | 86.7% | 71.8%+14.8pp | 78.6%+8.0pp | 67.7%+19.0pp |
| Annual return | 8.90% | 16.73%-7.8pp | 70.21%-61.3pp | 35.67%-26.8pp |
| Employer contribution / active EE | $5,156 | $2,954+74.5% | $4,348+18.6% | $2,757+87.0% |
| Participant deferral / active EE | $6,717 | $4,476+50.1% | $6,035+11.3% | $4,300+56.2% |
| Admin fee / account holder | $80,694 | $8,221+881.5% | $12,696+535.6% | $6,925+1065.2% |