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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 | $149,686 | $209,422-28.5% | $178,503-16.1% | $158,982-5.8% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 3.61% | 188.81%-185.2pp | 151.12%-147.5pp | 302.99%-299.4pp |
| Employer contribution / active EE | $13,185 | $5,707+131.0% | $5,011+163.1% | $4,763+176.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,226 | $17,079-63.5% | $13,987-55.5% | $11,252-44.7% |