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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 | $48,011+412.8% | $63,803+285.8% | $82,637+197.9% |
| Participation rate | 73.2% | 66.6%+6.6pp | 72.7%+0.5pp | 68.1%+5.1pp |
| Annual return | 9.45% | 19.84%-10.4pp | 543.72%-534.3pp | 53.51%-44.1pp |
| Employer contribution / active EE | $4,212 | $1,904+121.3% | $2,532+66.3% | $2,552+65.0% |
| Participant deferral / active EE | $6,675 | $2,846+134.5% | $3,843+73.7% | $4,126+61.8% |
| Admin fee / account holder | $63,425 | $3,873+1537.4% | $5,196+1120.5% | $7,339+764.2% |