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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 | $246,177 | $50,554+387.0% | $67,681+263.7% | $87,485+181.4% |
| Participation rate | 73.2% | 67.7%+5.5pp | 73.7%-0.6pp | 68.9%+4.2pp |
| Annual return | 9.45% | 17.81%-8.4pp | 590.58%-581.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $4,212 | $1,988+111.8% | $2,678+57.3% | $2,596+62.2% |
| Participant deferral / active EE | $6,675 | $2,961+125.4% | $3,976+67.9% | $4,274+56.2% |
| Admin fee / account holder | $63,425 | $4,132+1434.8% | $6,100+939.8% | $7,775+715.8% |