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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 | $73,546+39.6% | $63,018+63.0% | $147,586-30.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 8.09% | 175.56%-167.5pp | 87.62%-79.5pp | 578.59%-570.5pp |
| Employer contribution / active EE | $10,964 | $3,324+229.9% | $2,761+297.2% | $4,876+124.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,422 | $5,956-42.6% | $3,601-5.0% | $10,886-68.6% |