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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 | $118,809 | $102,382+16.0% | $147,005-19.2% | $80,874+46.9% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 11.55% | 134.89%-123.3pp | 418.76%-407.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $4,580 | $3,715+23.3% | $4,934-7.2% | $2,756+66.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,436 | $7,942+69.2% | $13,006+3.3% | $6,935+93.7% |