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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 | $131,690 | $70,121+87.8% | $63,803+106.4% | $138,895-5.2% |
| Participation rate | 90.0% | 77.2%+12.8pp | 72.7%+17.3pp | 79.9%+10.1pp |
| Annual return | 9.51% | 946.48%-937.0pp | 543.72%-534.2pp | 145.39%-135.9pp |
| Employer contribution / active EE | $4,724 | $2,882+63.9% | $2,532+86.6% | $4,194+12.6% |
| Participant deferral / active EE | $6,056 | $4,535+33.5% | $3,843+57.6% | $6,396-5.3% |
| Admin fee / account holder | $1,012 | $6,738-85.0% | $5,196-80.5% | $12,562-91.9% |