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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 | $168,182 | $88,672+89.7% | $105,223+59.8% | $82,448+104.0% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 10.27% | 30.86%-20.6pp | 180.65%-170.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $6,340 | $3,048+108.0% | $3,689+71.9% | $2,551+148.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,719 | $7,146-34.0% | $8,859-46.7% | $7,234-34.8% |