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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 | $93,966 | $70,366+33.5% | $66,674+40.9% | $138,895-32.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 13.18% | 386.41%-373.2pp | 321.24%-308.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,009 | $2,765-27.3% | $2,620-23.3% | $4,194-52.1% |
| Participant deferral / active EE | $7,231 | $4,374+65.3% | $4,084+77.0% | $6,396+13.0% |
| Admin fee / account holder | $58,838 | $5,262+1018.1% | $5,098+1054.1% | $12,562+368.4% |