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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 | $127,838 | $52,279+144.5% | $89,435+42.9% | $79,856+60.1% |
| Participation rate | 91.4% | 57.5%+33.8pp | 68.0%+23.4pp | 69.6%+21.7pp |
| Annual return | 6.92% | 22.16%-15.2pp | 245.55%-238.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $8,605 | $1,572+447.6% | $2,587+232.6% | $2,471+248.2% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,941 | $3,356+47.2% | $4,884+1.1% | $5,306-6.9% |