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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 | $173,407 | $160,059+8.3% | $140,019+23.8% | $135,380+28.1% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -9.50% | 911.48%-921.0pp | 651.17%-660.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $3,846 | $6,420-40.1% | $5,605-31.4% | $4,779-19.5% |
| Participant deferral / active EE | $5,308 | $7,641-30.5% | $6,927-23.4% | $5,609-5.4% |
| Admin fee / account holder | $1,522 | $13,328-88.6% | $10,705-85.8% | $10,828-85.9% |