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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 | $114,119+42.1% | $107,187+51.2% | $138,895+16.7% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 79.9%+13.8pp |
| Annual return | 8.08% | 273.21%-265.1pp | 204.55%-196.5pp | 145.39%-137.3pp |
| Employer contribution / active EE | $9,063 | $4,059+123.3% | $3,782+139.6% | $4,194+116.1% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,371 | $10,024-86.3% | $9,162-85.0% | $12,562-89.1% |