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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 | $78,861 | $27,943+182.2% | $58,507+34.8% | $75,177+4.9% |
| Participation rate | 98.1% | 38.8%+59.3pp | 50.9%+47.2pp | 67.2%+30.9pp |
| Annual return | 10.03% | 44.22%-34.2pp | 4252.32%-4242.3pp | 160.75%-150.7pp |
| Employer contribution / active EE | $2,830 | $670+322.6% | $1,053+168.7% | $2,671+6.0% |
| Participant deferral / active EE | $3,623 | $1,202+201.5% | $1,922+88.5% | $4,126-12.2% |
| Admin fee / account holder | $21,116 | $1,727+1122.6% | $2,486+749.4% | $5,651+273.6% |