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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 | $193,983 | $162,812+19.1% | $133,971+44.8% | $158,966+22.0% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 4.39% | 41.94%-37.6pp | 45.09%-40.7pp | 302.95%-298.6pp |
| Employer contribution / active EE | $11,875 | $4,976+138.7% | $3,919+203.0% | $4,762+149.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,188 | $11,741-72.9% | $8,929-64.3% | $11,250-71.7% |