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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 | $162,107 | $111,535+45.3% | $105,223+54.1% | $137,256+18.1% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 8.08% | 237.85%-229.8pp | 180.65%-172.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $9,063 | $3,939+130.0% | $3,689+145.7% | $4,156+118.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,371 | $9,721-85.9% | $8,859-84.5% | $12,270-88.8% |