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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 | $158,260 | $102,422+54.5% | $147,117+7.6% | $80,959+95.5% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.1pp | 67.7%+25.7pp |
| Annual return | 10.67% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $7,893 | $3,717+112.3% | $4,932+60.0% | $2,757+186.3% |
| Participant deferral / active EE | $10,840 | $6,652+63.0% | $8,065+34.4% | $4,300+152.1% |
| Admin fee / account holder | $6,939 | $7,953-12.8% | $12,993-46.6% | $6,925+0.2% |