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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 | $81,313 | $60,119+35.3% | $90,430-10.1% | $79,858+1.8% |
| Participation rate | 97.8% | 65.0%+32.8pp | 72.7%+25.1pp | 69.6%+28.1pp |
| Annual return | 0.53% | 71.94%-71.4pp | 1293.73%-1293.2pp | 31.72%-31.2pp |
| Employer contribution / active EE | $4,530 | $2,068+119.1% | $3,262+38.9% | $2,471+83.3% |
| Participant deferral / active EE | $4,530 | $2,938+54.2% | $3,963+14.3% | $3,740+21.1% |
| Admin fee / account holder | $5,662 | $3,976+42.4% | $5,613+0.9% | $5,306+6.7% |