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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 | $140,287 | $150,412-6.7% | $120,574+16.3% | $145,884-3.8% |
| Participation rate | 95.2% | 78.8%+16.4pp | 71.9%+23.3pp | 80.3%+14.9pp |
| Annual return | 2.88% | 154.50%-151.6pp | 107.42%-104.5pp | 551.85%-549.0pp |
| Employer contribution / active EE | $16,707 | $4,355+283.7% | $3,471+381.4% | $4,662+258.3% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,573 | $12,224-54.4% | $9,445-41.0% | $13,392-58.4% |