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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 | $210,195 | $107,363+95.8% | $92,909+126.2% | $152,897+37.5% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 10.32% | 145.63%-135.3pp | 109.44%-99.1pp | 345.43%-335.1pp |
| Employer contribution / active EE | $23,048 | $4,222+445.9% | $3,653+530.9% | $4,764+383.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,947 | $7,082-72.5% | $5,795-66.4% | $11,599-83.2% |