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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 | $213,777 | $95,415+124.0% | $185,851+15.0% | $85,851+149.0% |
| Participation rate | 93.5% | 68.8%+24.8pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 9.94% | 23.59%-13.6pp | 122.11%-112.2pp | 318.63%-308.7pp |
| Employer contribution / active EE | $6,603 | $3,314+99.2% | $5,168+27.7% | $2,565+157.4% |
| Participant deferral / active EE | $7,447 | $3,424+117.5% | $5,569+33.7% | $3,952+88.4% |
| Admin fee / account holder | $39,540 | $7,215+448.1% | $16,245+143.4% | $6,261+531.5% |