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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 | $132,453 | $105,198+25.9% | $159,455-16.9% | $85,856+54.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 5.63% | 45.08%-39.4pp | 263.63%-258.0pp | 318.58%-313.0pp |
| Employer contribution / active EE | $11,937 | $3,319+259.7% | $4,830+147.1% | $2,565+365.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,037 | $6,934-70.6% | $10,800-81.1% | $6,261-67.5% |