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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 | $166,937 | $88,203+89.3% | $165,100+1.1% | $74,478+124.1% |
| Participation rate | 98.1% | 73.1%+24.9pp | 78.6%+19.4pp | 67.2%+30.8pp |
| Annual return | 9.11% | 17.13%-8.0pp | 70.21%-61.1pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $11,254 | $2,601+332.7% | $4,348+158.8% | $2,626+328.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3,834 | $2,235+71.6% | $12,696-69.8% | $1,946+97.1% |