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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 | $125,630 | $58,828+113.6% | $78,002+61.1% | $62,881+99.8% |
| Participation rate | 85.2% | 71.1%+14.2pp | 75.5%+9.7pp | 69.3%+15.9pp |
| Annual return | -0.75% | 17.16%-17.9pp | 425.99%-426.7pp | 20.14%-20.9pp |
| Employer contribution / active EE | $6,160 | $1,672+268.5% | $2,470+149.4% | $2,281+170.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,064 | $4,393+174.6% | $5,481+120.1% | $4,296+180.8% |