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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 | $98,804 | $47,479+108.1% | $62,929+57.0% | $82,448+19.8% |
| Participation rate | 85.1% | 66.9%+18.2pp | 73.1%+12.0pp | 68.1%+17.0pp |
| Annual return | 9.48% | 20.34%-10.9pp | 1063.93%-1054.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $5,114 | $1,885+171.2% | $2,505+104.2% | $2,551+100.5% |
| Participant deferral / active EE | $12,790 | $2,870+345.6% | $3,888+228.9% | $4,139+209.0% |
| Admin fee / account holder | $13,927 | $3,804+266.1% | $5,065+175.0% | $7,234+92.5% |