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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 | $196,048 | $55,457+253.5% | $77,361+153.4% | $94,015+108.5% |
| Participation rate | 88.9% | 69.8%+19.1pp | 75.0%+13.9pp | 70.8%+18.1pp |
| Annual return | 10.01% | 15.57%-5.6pp | 1011.54%-1001.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $3,304 | $2,255+46.5% | $2,990+10.5% | $2,790+18.4% |
| Participant deferral / active EE | $7,343 | $3,069+139.2% | $3,911+87.7% | $4,249+72.8% |
| Admin fee / account holder | $26,301 | $4,334+506.9% | $5,894+346.3% | $8,951+193.8% |