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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 | $85,218 | $63,346+34.5% | $92,239-7.6% | $70,124+21.5% |
| Participation rate | 97.8% | 68.7%+29.2pp | 76.5%+21.3pp | 69.5%+28.3pp |
| Annual return | 9.12% | 530.19%-521.1pp | 176.29%-167.2pp | 73.14%-64.0pp |
| Employer contribution / active EE | $9,165 | $2,471+270.9% | $3,680+149.1% | $2,342+291.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,550 | $3,841-33.6% | $5,194-50.9% | $4,645-45.1% |