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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 | $106,693 | $60,139+77.4% | $90,461+17.9% | $79,856+33.6% |
| Participation rate | 90.2% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.6pp |
| Annual return | 8.41% | 71.96%-63.6pp | 1294.76%-1286.4pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,856 | $2,069-10.3% | $3,264-43.1% | $2,471-24.9% |
| Participant deferral / active EE | $6,181 | $2,939+110.3% | $3,964+55.9% | $3,741+65.3% |
| Admin fee / account holder | $20,582 | $3,978+417.4% | $5,617+266.4% | $5,306+287.9% |