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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 | $56,063+90.2% | $76,051+40.2% | $80,911+31.8% |
| Participation rate | 80.3% | 62.0%+18.3pp | 69.1%+11.2pp | 67.6%+12.7pp |
| Annual return | 7.72% | 20.54%-12.8pp | 360.42%-352.7pp | 35.63%-27.9pp |
| Employer contribution / active EE | $6,063 | $1,874+223.5% | $2,690+125.4% | $2,756+120.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $17,563 | $5,240+235.2% | $6,416+173.7% | $6,935+153.3% |