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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 | $180,637 | $99,875+80.9% | $146,866+23.0% | $86,983+107.7% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 13.13% | 28.10%-15.0pp | 102.85%-89.7pp | 25.83%-12.7pp |
| Employer contribution / active EE | $5,927 | $3,224+83.8% | $4,425+33.9% | $2,584+129.3% |
| Participant deferral / active EE | $13,641 | $6,322+115.8% | $7,759+75.8% | $4,194+225.3% |
| Admin fee / account holder | $107,572 | $7,838+1272.5% | $13,620+689.8% | $7,856+1269.3% |