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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 | $111,167 | $58,234+90.9% | $81,783+35.9% | $80,874+37.5% |
| Participation rate | 86.4% | 63.4%+22.9pp | 72.4%+14.0pp | 67.6%+18.7pp |
| Annual return | 6.25% | 41.70%-35.5pp | 775.05%-768.8pp | 35.62%-29.4pp |
| Employer contribution / active EE | $2,903 | $2,341+24.0% | $2,913-0.3% | $2,756+5.3% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,546 | $4,982+91.6% | $7,380+29.3% | $6,935+37.6% |