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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 | $55,457+343.9% | $77,361+218.2% | $94,015+161.8% |
| Participation rate | 73.2% | 69.8%+3.3pp | 75.0%-1.8pp | 70.8%+2.3pp |
| Annual return | 9.45% | 15.57%-6.1pp | 1011.54%-1002.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $4,212 | $2,255+86.8% | $2,990+40.9% | $2,790+51.0% |
| Participant deferral / active EE | $6,675 | $3,069+117.5% | $3,911+70.7% | $4,249+57.1% |
| Admin fee / account holder | $63,425 | $4,334+1363.5% | $5,894+976.2% | $8,951+608.6% |