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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 | $200,324 | $63,346+216.2% | $92,240+117.2% | $70,126+185.7% |
| Participation rate | 96.3% | 68.7%+27.6pp | 76.5%+19.8pp | 69.5%+26.8pp |
| Annual return | 11.50% | 530.19%-518.7pp | 176.29%-164.8pp | 73.15%-61.6pp |
| Employer contribution / active EE | $12,139 | $2,471+391.2% | $3,680+229.9% | $2,343+418.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,562 | $3,841+175.0% | $5,194+103.3% | $4,645+127.3% |