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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 | $156,008 | $85,766+81.9% | $136,297+14.5% | $70,124+122.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.57% | 31.45%-18.9pp | 5156.19%-5143.6pp | 73.14%-60.6pp |
| Employer contribution / active EE | $8,876 | $2,966+199.3% | $4,696+89.0% | $2,342+278.9% |
| Participant deferral / active EE | $4,753 | $5,051-5.9% | $6,247-23.9% | $3,332+42.7% |
| Admin fee / account holder | $8,846 | $5,420+63.2% | $9,244-4.3% | $4,645+90.4% |