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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 | $106,763 | $72,426+47.4% | $67,560+58.0% | $145,897-26.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 6.25% | 7226.78%-7220.5pp | 3533.50%-3527.2pp | 552.29%-546.0pp |
| Employer contribution / active EE | $14,483 | $3,074+371.1% | $2,737+429.2% | $4,663+210.6% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $47,244 | $5,514+756.8% | $3,994+1082.9% | $13,390+252.8% |