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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 | $166,693 | $91,537+82.1% | $130,045+28.2% | $75,173+121.7% |
| Participation rate | 90.3% | 71.5%+18.9pp | 78.5%+11.8pp | 67.2%+23.1pp |
| Annual return | 9.37% | -631.55%+640.9pp | -137.30%+146.7pp | 160.72%-151.3pp |
| Employer contribution / active EE | $9,469 | $2,845+232.8% | $4,321+119.1% | $2,671+254.5% |
| Participant deferral / active EE | $4,564 | $4,343+5.1% | $5,820-21.6% | $4,126+10.6% |
| Admin fee / account holder | $26,649 | $6,780+293.1% | $10,600+151.4% | $5,651+371.6% |