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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 | $110,248 | $57,305+92.4% | $86,640+27.2% | $75,173+46.7% |
| Participation rate | 94.3% | 63.2%+31.1pp | 71.7%+22.6pp | 67.2%+27.1pp |
| Annual return | 0.46% | 2674.24%-2673.8pp | 592.52%-592.1pp | 160.72%-160.3pp |
| Employer contribution / active EE | $11,269 | $2,316+386.5% | $3,024+272.6% | $2,671+321.9% |
| Participant deferral / active EE | $897 | $3,320-73.0% | $4,438-79.8% | $4,126-78.3% |
| Admin fee / account holder | $17,003 | $4,116+313.1% | $5,616+202.8% | $5,651+200.9% |