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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 | $99,457 | $65,566+51.7% | $86,235+15.3% | $75,177+32.3% |
| Participation rate | 80.0% | 60.5%+19.5pp | 69.0%+11.0pp | 67.2%+12.8pp |
| Annual return | 12.66% | 46.07%-33.4pp | 1170.03%-1157.4pp | 160.75%-148.1pp |
| Employer contribution / active EE | $4,630 | $1,553+198.1% | $2,381+94.4% | $2,671+73.3% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,838 | $5,470-66.4% | $6,856-73.2% | $5,651-67.5% |