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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 | $135,325 | $149,040-9.2% | $120,225+12.6% | $137,256-1.4% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 7.27% | 605.68%-598.4pp | 439.23%-432.0pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,157 | $4,350-73.4% | $3,475-66.7% | $4,156-72.2% |
| Participant deferral / active EE | $1,417 | $4,655-69.6% | $3,999-64.6% | $6,407-77.9% |
| Admin fee / account holder | $3,911 | $6,348-38.4% | $5,696-31.3% | $12,270-68.1% |