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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 | $71,919 | $183,592-60.8% | $155,567-53.8% | $145,959-50.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 3.93% | 61.24%-57.3pp | 64.74%-60.8pp | 561.95%-558.0pp |
| Employer contribution / active EE | $10,887 | $5,315+104.8% | $4,674+132.9% | $4,661+133.6% |
| Participant deferral / active EE | $8,725 | $6,464+35.0% | $5,628+55.0% | $6,689+30.4% |
| Admin fee / account holder | $30,994 | $19,318+60.4% | $15,916+94.7% | $13,398+131.3% |