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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 | $104,297 | $51,638+102.0% | $68,368+52.6% | $82,448+26.5% |
| Participation rate | 96.7% | 63.6%+33.1pp | 73.8%+22.9pp | 68.1%+28.6pp |
| Annual return | 13.35% | 37.53%-24.2pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,471 | $2,047+118.4% | $2,649+68.8% | $2,551+75.2% |
| Participant deferral / active EE | $7,245 | $2,914+148.7% | $4,123+75.7% | $4,139+75.0% |
| Admin fee / account holder | $10,914 | $4,643+135.1% | $5,150+111.9% | $7,234+50.9% |