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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 | $110,749 | $63,346+74.8% | $92,240+20.1% | $70,126+57.9% |
| Participation rate | 94.3% | 68.7%+25.6pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 10.22% | 530.19%-520.0pp | 176.29%-166.1pp | 73.15%-62.9pp |
| Employer contribution / active EE | $10,346 | $2,471+318.6% | $3,680+181.2% | $2,343+341.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,989 | $3,841+29.9% | $5,194-3.9% | $4,645+7.4% |