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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 | $75,231 | $52,353+43.7% | $120,225-37.4% | $82,448-8.8% |
| Participation rate | 86.4% | 58.3%+28.1pp | 69.6%+16.9pp | 68.1%+18.4pp |
| Annual return | 13.15% | 61.85%-48.7pp | 439.23%-426.1pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,298 | $1,510+52.2% | $3,475-33.9% | $2,551-9.9% |
| Participant deferral / active EE | $4,080 | $2,627+55.3% | $3,999+2.0% | $4,139-1.4% |
| Admin fee / account holder | $19,515 | $4,363+347.3% | $5,696+242.6% | $7,234+169.8% |