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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 | $161,713 | $112,935+43.2% | $90,970+77.8% | $158,966+1.7% |
| Participation rate | 95.0% | 74.7%+20.3pp | 69.0%+26.0pp | 82.0%+13.0pp |
| Annual return | 1.68% | 215.79%-214.1pp | 134.58%-132.9pp | 302.95%-301.3pp |
| Employer contribution / active EE | $5,500 | $2,895+90.0% | $2,122+159.1% | $4,762+15.5% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,751 | $8,045-3.7% | $5,960+30.0% | $11,250-31.1% |