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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 | $90,943 | $89,367+1.8% | $141,191-35.6% | $72,975+24.6% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 15.69% | 111.87%-96.2pp | 71.41%-55.7pp | 81.01%-65.3pp |
| Employer contribution / active EE | $13,325 | $3,115+327.8% | $4,736+181.4% | $2,440+446.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,735 | $5,957-54.1% | $10,264-73.4% | $5,124-46.6% |