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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 | $129,060 | $48,337+167.0% | $67,560+91.0% | $80,959+59.4% |
| Participation rate | 93.8% | 66.4%+27.3pp | 72.9%+20.8pp | 67.7%+26.1pp |
| Annual return | 9.64% | 18.26%-8.6pp | 3533.50%-3523.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $8,461 | $2,023+318.3% | $2,737+209.2% | $2,757+206.9% |
| Participant deferral / active EE | $6,821 | $2,928+132.9% | $4,004+70.4% | $4,300+58.6% |
| Admin fee / account holder | $7,002 | $3,695+89.5% | $3,994+75.3% | $6,925+1.1% |