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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 | $71,725 | $47,479+51.1% | $62,929+14.0% | $82,448-13.0% |
| Participation rate | 73.1% | 66.9%+6.2pp | 73.1%0pp | 68.1%+5.0pp |
| Annual return | 8.89% | 20.34%-11.5pp | 1063.93%-1055.0pp | 41.64%-32.8pp |
| Employer contribution / active EE | $4,179 | $1,885+121.7% | $2,505+66.9% | $2,551+63.8% |
| Participant deferral / active EE | $1,887 | $2,870-34.3% | $3,888-51.5% | $4,139-54.4% |
| Admin fee / account holder | $18,758 | $3,804+393.2% | $5,065+270.4% | $7,234+159.3% |