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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 | $111,248 | $55,457+100.6% | $77,361+43.8% | $94,015+18.3% |
| Participation rate | 97.6% | 69.8%+27.8pp | 75.0%+22.6pp | 70.8%+26.8pp |
| Annual return | 9.85% | 15.57%-5.7pp | 1011.54%-1001.7pp | 17.84%-8.0pp |
| Employer contribution / active EE | $7,381 | $2,255+227.4% | $2,990+146.8% | $2,790+164.5% |
| Participant deferral / active EE | $5,823 | $3,069+89.7% | $3,911+48.9% | $4,249+37.0% |
| Admin fee / account holder | $43,417 | $4,334+901.8% | $5,894+636.7% | $8,951+385.0% |