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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 | $110,885 | $70,366+57.6% | $66,674+66.3% | $138,895-20.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 10.10% | 386.41%-376.3pp | 321.24%-311.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,719 | $2,765-37.8% | $2,620-34.4% | $4,194-59.0% |
| Participant deferral / active EE | $5,387 | $4,374+23.2% | $4,084+31.9% | $6,396-15.8% |
| Admin fee / account holder | $16,760 | $5,262+218.5% | $5,098+228.7% | $12,562+33.4% |