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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 | $150,961 | $47,479+218.0% | $62,929+139.9% | $82,448+83.1% |
| Participation rate | 73.4% | 66.9%+6.6pp | 73.1%+0.3pp | 68.1%+5.4pp |
| Annual return | 10.98% | 20.34%-9.4pp | 1063.93%-1052.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,802 | $1,885+48.6% | $2,505+11.9% | $2,551+9.9% |
| Participant deferral / active EE | $3,892 | $2,870+35.6% | $3,888+0.1% | $4,139-6.0% |
| Admin fee / account holder | $8,710 | $3,804+129.0% | $5,065+72.0% | $7,234+20.4% |