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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 | $109,902 | $47,479+131.5% | $62,929+74.6% | $82,448+33.3% |
| Participation rate | 95.0% | 66.9%+28.1pp | 73.1%+21.9pp | 68.1%+26.9pp |
| Annual return | 10.67% | 20.34%-9.7pp | 1063.93%-1053.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $3,742 | $1,885+98.5% | $2,505+49.4% | $2,551+46.7% |
| Participant deferral / active EE | $5,569 | $2,870+94.0% | $3,888+43.2% | $4,139+34.5% |
| Admin fee / account holder | $12,057 | $3,804+217.0% | $5,065+138.1% | $7,234+66.7% |