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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 | $98,891 | $51,638+91.5% | $68,368+44.6% | $82,448+19.9% |
| Participation rate | 98.4% | 63.6%+34.8pp | 73.8%+24.6pp | 68.1%+30.3pp |
| Annual return | 10.57% | 37.53%-27.0pp | 292.57%-282.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $7,568 | $2,047+269.8% | $2,649+185.7% | $2,551+196.7% |
| Participant deferral / active EE | $4,257 | $2,914+46.1% | $4,123+3.3% | $4,139+2.8% |
| Admin fee / account holder | $13,551 | $4,643+191.8% | $5,150+163.1% | $7,234+87.3% |