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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 | $87,806 | $72,071+21.8% | $68,368+28.4% | $137,256-36.0% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 9.76% | 353.14%-343.4pp | 292.57%-282.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $3,406 | $2,788+22.2% | $2,649+28.6% | $4,156-18.1% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,537 | $5,336-15.0% | $5,150-11.9% | $12,270-63.0% |