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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 | $48,314+167.1% | $67,561+91.0% | $80,925+59.5% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.8pp | 67.7%+26.1pp |
| Annual return | 9.64% | 18.28%-8.6pp | 3525.44%-3515.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $8,461 | $2,022+318.5% | $2,735+209.4% | $2,756+207.0% |
| Participant deferral / active EE | $6,821 | $2,927+133.1% | $4,003+70.4% | $4,299+58.7% |
| Admin fee / account holder | $7,002 | $3,690+89.8% | $4,006+74.8% | $6,940+0.9% |