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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 | $140,746 | $49,897+182.1% | $80,648+74.5% | $75,177+87.2% |
| Participation rate | 93.1% | 55.3%+37.7pp | 67.0%+26.0pp | 67.2%+25.9pp |
| Annual return | 8.32% | 34.68%-26.4pp | 937.21%-928.9pp | 160.75%-152.4pp |
| Employer contribution / active EE | $9,932 | $1,699+484.6% | $2,724+264.7% | $2,671+271.8% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,322 | $3,579-35.1% | $5,382-56.9% | $5,651-58.9% |