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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 | $128,630 | $72,071+78.5% | $68,368+88.1% | $137,256-6.3% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 8.12% | 353.14%-345.0pp | 292.57%-284.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $8,179 | $2,788+193.4% | $2,649+208.8% | $4,156+96.8% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $38,707 | $5,336+625.5% | $5,150+651.6% | $12,270+215.5% |