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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 | $80,321 | $57,330+40.1% | $86,656-7.3% | $75,177+6.8% |
| Participation rate | 91.2% | 63.2%+28.0pp | 71.7%+19.5pp | 67.2%+24.0pp |
| Annual return | 11.07% | 2675.40%-2664.3pp | 593.09%-582.0pp | 160.75%-149.7pp |
| Employer contribution / active EE | $4,112 | $2,316+77.5% | $3,025+35.9% | $2,671+53.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,413 | $4,115+104.5% | $5,619+49.7% | $5,651+48.9% |