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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 | $93,027 | $29,319+217.3% | $52,425+77.4% | $82,448+12.8% |
| Participation rate | 86.2% | 46.9%+39.4pp | 55.6%+30.6pp | 68.1%+18.1pp |
| Annual return | 12.75% | 535.20%-522.4pp | 302.12%-289.4pp | 41.64%-28.9pp |
| Employer contribution / active EE | $9,042 | $586+1441.9% | $914+889.1% | $2,551+254.5% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,829 | $1,962+299.0% | $2,495+213.8% | $7,234+8.2% |