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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 | $79,209+79.1% | $102,434+38.5% | $74,459+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 | 29.46%-24.0pp | 1369.70%-1364.2pp |
| Employer contribution / active EE | $2,500 | $2,362+5.8% | $3,023-17.3% | $2,626-4.8% |
| Participant deferral / active EE | $4,076 | $4,417-7.7% | $5,055-19.4% | $4,350-6.3% |
| Admin fee / account holder | $26,895 | $2,002+1243.5% | $9,462+184.2% | $1,945+1282.9% |