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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 | $98,294 | $65,440+50.2% | $98,506-0.2% | $85,851+14.5% |
| Participation rate | 75.3% | 65.0%+10.3pp | 73.3%+2.0pp | 69.3%+6.0pp |
| Annual return | 10.48% | 21.75%-11.3pp | 1494.92%-1484.4pp | 318.63%-308.2pp |
| Employer contribution / active EE | $4,699 | $2,169+116.6% | $2,961+58.7% | $2,565+83.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,208 | $4,596+35.1% | $5,955+4.3% | $6,261-0.8% |