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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 | $227,856 | $78,690+189.6% | $161,489+41.1% | $87,485+160.5% |
| Participation rate | 98.1% | 67.5%+30.6pp | 78.7%+19.4pp | 68.9%+29.1pp |
| Annual return | 8.62% | 32.74%-24.1pp | 89.72%-81.1pp | 26.06%-17.4pp |
| Employer contribution / active EE | $11,538 | $2,588+345.8% | $4,268+170.3% | $2,596+344.4% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $25,396 | $6,724+277.7% | $16,006+58.7% | $7,775+226.6% |