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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 | $198,819 | $89,367+122.5% | $141,191+40.8% | $72,975+172.4% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 17.75% | 111.87%-94.1pp | 71.41%-53.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $9,443 | $3,115+203.2% | $4,736+99.4% | $2,440+287.0% |
| Participant deferral / active EE | $8,663 | $5,419+59.9% | $6,710+29.1% | $3,608+140.1% |
| Admin fee / account holder | $44,255 | $5,957+643.0% | $10,264+331.2% | $5,124+763.7% |