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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 | $111,212 | $48,011+131.6% | $63,803+74.3% | $82,637+34.6% |
| Participation rate | 75.0% | 66.6%+8.4pp | 72.7%+2.3pp | 68.1%+6.9pp |
| Annual return | 8.53% | 19.84%-11.3pp | 543.72%-535.2pp | 53.51%-45.0pp |
| Employer contribution / active EE | $2,403 | $1,904+26.3% | $2,532-5.1% | $2,552-5.8% |
| Participant deferral / active EE | $5,053 | $2,846+77.5% | $3,843+31.5% | $4,126+22.5% |
| Admin fee / account holder | $45,640 | $3,873+1078.3% | $5,196+778.3% | $7,339+521.9% |