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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 | $224,102 | $99,053+126.2% | $88,179+154.1% | $138,895+61.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 6.98% | 78.17%-71.2pp | 64.97%-58.0pp | 145.39%-138.4pp |
| Employer contribution / active EE | $2,506 | $2,882-13.1% | $2,549-1.7% | $4,194-40.3% |
| Participant deferral / active EE | $12,301 | $5,225+135.4% | $4,614+166.6% | $6,396+92.3% |
| Admin fee / account holder | $66,315 | $8,748+658.0% | $7,673+764.3% | $12,562+427.9% |