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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 | $114,550 | $63,703+79.8% | $93,063+23.1% | $82,448+38.9% |
| Participation rate | 90.7% | 63.8%+26.9pp | 72.1%+18.6pp | 68.1%+22.6pp |
| Annual return | 10.26% | -775.43%+785.7pp | 34.15%-23.9pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,655 | $1,729-4.3% | $2,476-33.2% | $2,551-35.1% |
| Participant deferral / active EE | $3,173 | $2,919+8.7% | $3,958-19.8% | $4,139-23.3% |
| Admin fee / account holder | $16,012 | $5,982+167.7% | $6,033+165.4% | $7,234+121.3% |