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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 | $180,541 | $102,422+76.3% | $147,117+22.7% | $80,959+123.0% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 8.09% | 135.16%-127.1pp | 420.54%-412.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $5,928 | $3,717+59.5% | $4,932+20.2% | $2,757+115.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,429 | $7,953-69.5% | $12,993-81.3% | $6,925-64.9% |