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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 | $88,137+89.4% | $164,975+1.2% | $74,429+124.3% |
| Participation rate | 98.1% | 73.1%+24.9pp | 78.6%+19.4pp | 67.2%+30.8pp |
| Annual return | 9.11% | 17.13%-8.0pp | 70.12%-61.0pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $11,254 | $2,597+333.3% | $4,343+159.2% | $2,625+328.7% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,834 | $2,231+71.8% | $12,688-69.8% | $1,944+97.2% |