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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 | $89,397 | $29,733+200.7% | $56,025+59.6% | $80,959+10.4% |
| Participation rate | 76.8% | 41.7%+35.1pp | 52.5%+24.3pp | 67.7%+9.1pp |
| Annual return | 9.33% | 35.28%-26.0pp | 1712.69%-1703.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $989 | $672+47.2% | $1,042-5.1% | $2,757-64.1% |
| Participant deferral / active EE | $1,674 | $1,229+36.2% | $1,955-14.4% | $4,300-61.1% |
| Admin fee / account holder | $14,174 | $2,434+482.5% | $2,828+401.2% | $6,925+104.7% |