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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 | $47,479+418.5% | $62,929+291.2% | $82,448+198.6% |
| Participation rate | 73.2% | 66.9%+6.3pp | 73.1%+0.1pp | 68.1%+5.1pp |
| Annual return | 9.45% | 20.34%-10.9pp | 1063.93%-1054.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $4,212 | $1,885+123.4% | $2,505+68.2% | $2,551+65.1% |
| Participant deferral / active EE | $6,675 | $2,870+132.5% | $3,888+71.7% | $4,139+61.3% |
| Admin fee / account holder | $63,425 | $3,804+1567.4% | $5,065+1152.3% | $7,234+776.7% |