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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 | $81,719 | $65,566+24.6% | $86,235-5.2% | $75,177+8.7% |
| Participation rate | 94.0% | 60.5%+33.5pp | 69.0%+25.0pp | 67.2%+26.8pp |
| Annual return | 2.32% | 46.07%-43.8pp | 1170.03%-1167.7pp | 160.75%-158.4pp |
| Employer contribution / active EE | $17,746 | $1,553+1042.5% | $2,381+645.3% | $2,671+564.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,600 | $5,470+75.5% | $6,856+40.0% | $5,651+69.9% |