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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 | $136,925 | $106,008+29.2% | $92,240+48.4% | $147,586-7.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.31% | 50.05%-40.7pp | 176.29%-167.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $5,000 | $4,333+15.4% | $3,680+35.9% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,536 | $6,333+3.2% | $5,194+25.8% | $10,886-40.0% |