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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 | $90,741 | $57,312+58.3% | $86,617+4.8% | $75,181+20.7% |
| Participation rate | 71.0% | 63.2%+7.8pp | 71.7%-0.7pp | 67.2%+3.8pp |
| Annual return | 13.21% | 2672.78%-2659.6pp | 591.91%-578.7pp | 160.69%-147.5pp |
| Employer contribution / active EE | $1,613 | $2,315-30.3% | $3,023-46.7% | $2,671-39.6% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,808 | $4,114+235.6% | $5,613+146.0% | $5,650+144.4% |