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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 | $127,488 | $48,314+163.9% | $67,561+88.7% | $80,925+57.5% |
| Participation rate | 77.4% | 66.4%+11.0pp | 72.9%+4.5pp | 67.7%+9.8pp |
| Annual return | 10.48% | 18.28%-7.8pp | 3525.44%-3515.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $3,372 | $2,022+66.8% | $2,735+23.3% | $2,756+22.3% |
| Participant deferral / active EE | $5,428 | $2,927+85.5% | $4,003+35.6% | $4,299+26.3% |
| Admin fee / account holder | $20,333 | $3,690+451.1% | $4,006+407.6% | $6,940+193.0% |