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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 | $121,223 | $70,366+72.3% | $66,674+81.8% | $138,895-12.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 6.27% | 386.41%-380.1pp | 321.24%-315.0pp | 145.39%-139.1pp |
| Employer contribution / active EE | $3,808 | $2,765+37.7% | $2,620+45.3% | $4,194-9.2% |
| Participant deferral / active EE | $690 | $4,374-84.2% | $4,084-83.1% | $6,396-89.2% |
| Admin fee / account holder | $83,591 | $5,262+1488.4% | $5,098+1539.6% | $12,562+565.4% |