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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 | $248,814 | $148,623+67.4% | $135,974+83.0% | $139,466+78.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 7.86% | 79.30%-71.4pp | 68.30%-60.4pp | 373.66%-365.8pp |
| Employer contribution / active EE | $18,988 | $5,246+261.9% | $4,859+290.8% | $4,754+299.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,171 | $12,406-42.2% | $10,767-33.4% | $11,409-37.1% |