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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 | $136,405 | $24,618+454.1% | $71,585+90.5% | $82,637+65.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 11.74% | 93.17%-81.4pp | 59.26%-47.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $3,452 | $852+305.2% | $1,669+106.9% | $2,552+35.3% |
| Participant deferral / active EE | $6,465 | $1,720+275.8% | $2,923+121.2% | $4,126+56.7% |
| Admin fee / account holder | $18,441 | $3,285+461.4% | $4,712+291.4% | $7,339+151.3% |