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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 | $47,479+134.3% | $62,929+76.8% | $82,448+34.9% |
| Participation rate | 97.6% | 66.9%+30.7pp | 73.1%+24.5pp | 68.1%+29.6pp |
| Annual return | 9.85% | 20.34%-10.5pp | 1063.93%-1054.1pp | 41.64%-31.8pp |
| Employer contribution / active EE | $7,381 | $1,885+291.5% | $2,505+194.7% | $2,551+189.3% |
| Participant deferral / active EE | $5,823 | $2,870+102.9% | $3,888+49.8% | $4,139+40.7% |
| Admin fee / account holder | $43,417 | $3,804+1041.4% | $5,065+757.3% | $7,234+500.2% |