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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 | $141,498 | $106,008+33.5% | $92,240+53.4% | $147,586-4.1% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 5.18% | 50.05%-44.9pp | 176.29%-171.1pp | 578.59%-573.4pp |
| Employer contribution / active EE | $8,824 | $4,333+103.6% | $3,680+139.8% | $4,876+80.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,907 | $6,333+119.6% | $5,194+167.8% | $10,886+27.8% |