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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 | $80,902 | $78,707+2.8% | $117,861-31.4% | $70,126+15.4% |
| Participation rate | 98.6% | 73.2%+25.4pp | 79.7%+18.9pp | 69.5%+29.1pp |
| Annual return | 11.80% | 23.30%-11.5pp | 335.11%-323.3pp | 73.15%-61.4pp |
| Employer contribution / active EE | $4,247 | $2,223+91.0% | $3,786+12.2% | $2,343+81.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,528 | $5,066+265.8% | $8,021+131.0% | $4,645+298.8% |