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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 | $102,670 | $55,902+83.7% | $76,030+35.0% | $80,959+26.8% |
| Participation rate | 95.9% | 62.1%+33.9pp | 69.1%+26.9pp | 67.7%+28.3pp |
| Annual return | 8.52% | 20.59%-12.1pp | 361.54%-353.0pp | 35.67%-27.1pp |
| Employer contribution / active EE | $4,730 | $1,867+153.4% | $2,688+76.0% | $2,757+71.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,980 | $5,239-24.0% | $6,421-38.0% | $6,925-42.5% |