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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 | $194,936 | $29,319+564.9% | $52,425+271.8% | $82,448+136.4% |
| Participation rate | 92.9% | 46.9%+46.0pp | 55.6%+37.2pp | 68.1%+24.8pp |
| Annual return | 5.97% | 535.20%-529.2pp | 302.12%-296.2pp | 41.64%-35.7pp |
| Employer contribution / active EE | $3,829 | $586+552.8% | $914+318.8% | $2,551+50.1% |
| Participant deferral / active EE | $6,728 | $1,171+474.4% | $1,790+275.8% | $4,139+62.5% |
| Admin fee / account holder | $14,004 | $1,962+613.7% | $2,495+461.3% | $7,234+93.6% |