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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 | $75,380 | $70,121+7.5% | $63,803+18.1% | $138,895-45.7% |
| Participation rate | 95.0% | 77.2%+17.8pp | 72.7%+22.3pp | 79.9%+15.1pp |
| Annual return | 9.21% | 946.48%-937.3pp | 543.72%-534.5pp | 145.39%-136.2pp |
| Employer contribution / active EE | $8,374 | $2,882+190.5% | $2,532+230.7% | $4,194+99.7% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,395 | $6,738+24.6% | $5,196+61.5% | $12,562-33.2% |