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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 | $158,597 | $88,087+80.0% | $164,866-3.8% | $74,546+112.8% |
| Participation rate | 98.1% | 73.1%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 4.18% | 17.27%-13.1pp | 69.97%-65.8pp | 1366.03%-1361.8pp |
| Employer contribution / active EE | $9,907 | $2,595+281.7% | $4,343+128.1% | $2,624+277.5% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3,117 | $2,232+39.7% | $12,689-75.4% | $1,944+60.4% |