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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 | $47,603 | $88,702-46.3% | $81,780-41.8% | $145,978-67.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 5.58% | 1029.12%-1023.5pp | 776.27%-770.7pp | 550.52%-544.9pp |
| Employer contribution / active EE | $13,335 | $3,084+332.3% | $2,914+357.6% | $4,662+186.0% |
| Participant deferral / active EE | $9,427 | $4,645+102.9% | $4,321+118.2% | $6,690+40.9% |
| Admin fee / account holder | $19,971 | $8,414+137.3% | $7,384+170.5% | $13,400+49.0% |