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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 | $62,752 | $111,787-43.9% | $93,681-33.0% | $145,978-57.0% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 5.18% | 203.52%-198.3pp | 133.47%-128.3pp | 550.52%-545.3pp |
| Employer contribution / active EE | $6,687 | $3,093+116.2% | $2,422+176.1% | $4,662+43.4% |
| Participant deferral / active EE | $13,300 | $4,918+170.5% | $4,415+201.2% | $6,690+98.8% |
| Admin fee / account holder | $46,687 | $10,256+355.2% | $8,290+463.2% | $13,400+248.4% |