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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 | $58,311+90.6% | $81,882+35.8% | $80,959+37.3% |
| Participation rate | 86.4% | 63.5%+22.9pp | 72.4%+14.0pp | 67.7%+18.7pp |
| Annual return | 6.25% | 41.85%-35.6pp | 779.47%-773.2pp | 35.67%-29.4pp |
| Employer contribution / active EE | $2,903 | $2,347+23.7% | $2,916-0.5% | $2,757+5.3% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,546 | $4,752+100.9% | $7,360+29.7% | $6,925+37.8% |