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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 | $106,651 | $55,889+90.8% | $76,119+40.1% | $80,935+31.8% |
| Participation rate | 80.3% | 62.1%+18.3pp | 69.1%+11.3pp | 67.7%+12.7pp |
| Annual return | 7.72% | 20.58%-12.9pp | 361.25%-353.5pp | 35.66%-27.9pp |
| Employer contribution / active EE | $6,063 | $1,866+224.9% | $2,693+125.2% | $2,757+119.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,563 | $5,241+235.1% | $6,421+173.5% | $6,924+153.6% |