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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 | $142,055 | $111,535+27.4% | $105,223+35.0% | $137,256+3.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 4.33% | 237.85%-233.5pp | 180.65%-176.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $5,000 | $3,939+26.9% | $3,689+35.6% | $4,156+20.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $328 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |