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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 | $170,228 | $111,535+52.6% | $105,223+61.8% | $137,256+24.0% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 3.43% | 237.85%-234.4pp | 180.65%-177.2pp | 220.34%-216.9pp |
| Employer contribution / active EE | $13,334 | $3,939+238.5% | $3,689+261.5% | $4,156+220.8% |
| Participant deferral / active EE | $2,646 | $5,500-51.9% | $5,072-47.8% | $6,407-58.7% |
| Admin fee / account holder | $30,048 | $9,721+209.1% | $8,859+239.2% | $12,270+144.9% |