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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 | $125,907 | $112,131+12.3% | $95,964+31.2% | $158,982-20.8% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 0.91% | 171.19%-170.3pp | 91.64%-90.7pp | 302.99%-302.1pp |
| Employer contribution / active EE | $9,713 | $3,199+203.6% | $2,541+282.2% | $4,763+103.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,586 | $10,136-64.6% | $6,797-47.2% | $11,252-68.1% |