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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 | $179,088 | $85,766+108.8% | $136,298+31.4% | $70,126+155.4% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 13.14% | 31.46%-18.3pp | 5156.27%-5143.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $5,690 | $2,966+91.8% | $4,696+21.2% | $2,343+142.9% |
| Participant deferral / active EE | $6,780 | $5,051+34.2% | $6,247+8.5% | $3,332+103.5% |
| Admin fee / account holder | $933 | $5,421-82.8% | $9,244-89.9% | $4,645-79.9% |