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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 | $242,817 | $102,393+137.1% | $147,041+65.1% | $80,911+200.1% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 11.57% | 134.95%-123.4pp | 419.21%-407.6pp | 35.63%-24.1pp |
| Employer contribution / active EE | $6,391 | $3,715+72.0% | $4,935+29.5% | $2,756+131.9% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,338 | $7,943-45.4% | $13,006-66.6% | $6,935-37.4% |