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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 | $230,095 | $63,342+263.3% | $92,236+149.5% | $70,131+228.1% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 7.63% | 530.15%-522.5pp | 176.29%-168.7pp | 73.14%-65.5pp |
| Employer contribution / active EE | $11,880 | $2,471+380.7% | $3,679+222.9% | $2,342+407.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $38,669 | $3,840+906.9% | $5,194+644.5% | $4,645+732.4% |