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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 | $68,097+10.7% | $62,929+19.8% | $137,256-45.1% |
| Participation rate | 95.0% | 77.4%+17.6pp | 73.1%+21.9pp | 80.0%+15.0pp |
| Annual return | 9.21% | 1859.11%-1849.9pp | 1063.93%-1054.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $8,374 | $2,811+197.9% | $2,505+234.3% | $4,156+101.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,395 | $6,521+28.7% | $5,065+65.8% | $12,270-31.6% |