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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 | $146,557 | $51,638+183.8% | $68,368+114.4% | $82,448+77.8% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 6.59% | 37.53%-30.9pp | 292.57%-286.0pp | 41.64%-35.1pp |
| Employer contribution / active EE | $2,764 | $2,047+35.0% | $2,649+4.3% | $2,551+8.3% |
| Participant deferral / active EE | $8,007 | $2,914+174.8% | $4,123+94.2% | $4,139+93.4% |
| Admin fee / account holder | $19,903 | $4,643+328.6% | $5,150+286.5% | $7,234+175.1% |