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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 | $129,737+25.0% | $119,126+36.1% | $154,746+4.8% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 8.08% | 379.08%-371.0pp | 282.11%-274.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $9,063 | $4,375+107.1% | $4,034+124.7% | $4,379+107.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,371 | $11,961-88.5% | $10,693-87.2% | $14,365-90.5% |