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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 | $87,352 | $63,346+37.9% | $92,240-5.3% | $70,126+24.6% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 9.45% | 530.19%-520.7pp | 176.29%-166.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $10,206 | $2,471+313.0% | $3,680+177.4% | $2,343+335.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,592 | $3,841-32.5% | $5,194-50.1% | $4,645-44.2% |