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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 | $88,203+79.8% | $165,100-3.9% | $74,478+112.9% |
| Participation rate | 98.1% | 73.1%+24.9pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 4.18% | 17.13%-12.9pp | 70.21%-66.0pp | 1370.56%-1366.4pp |
| Employer contribution / active EE | $9,907 | $2,601+280.9% | $4,348+127.8% | $2,626+277.2% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3,117 | $2,235+39.5% | $12,696-75.4% | $1,946+60.2% |