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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 | $102,696 | $73,518+39.7% | $63,003+63.0% | $147,585-30.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 8.09% | 175.46%-167.4pp | 87.59%-79.5pp | 578.57%-570.5pp |
| Employer contribution / active EE | $10,964 | $3,322+230.0% | $2,760+297.2% | $4,876+124.8% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,422 | $5,952-42.5% | $3,600-5.0% | $10,885-68.6% |