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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 | $141,879 | $79,223+79.1% | $102,460+38.5% | $74,478+90.5% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 5.50% | 54.98%-49.5pp | 29.47%-24.0pp | 1370.56%-1365.1pp |
| Employer contribution / active EE | $2,500 | $2,363+5.8% | $3,025-17.4% | $2,626-4.8% |
| Participant deferral / active EE | $4,076 | $4,417-7.7% | $5,056-19.4% | $4,350-6.3% |
| Admin fee / account holder | $26,895 | $2,003+1242.7% | $9,460+184.3% | $1,946+1282.2% |