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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 | $101,751 | $56,431+80.3% | $130,788-22.2% | $87,485+16.3% |
| Participation rate | 83.6% | 58.9%+24.7pp | 70.1%+13.5pp | 68.9%+14.7pp |
| Annual return | 8.64% | 91.27%-82.6pp | 386.44%-377.8pp | 26.06%-17.4pp |
| Employer contribution / active EE | $3,579 | $1,549+131.0% | $3,558+0.6% | $2,596+37.8% |
| Participant deferral / active EE | $2,767 | $2,749+0.7% | $4,137-33.1% | $4,274-35.2% |
| Admin fee / account holder | $11,455 | $4,433+158.4% | $6,673+71.7% | $7,775+47.3% |