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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 | $72,467 | $105,200-31.1% | $159,474-54.6% | $85,847-15.6% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.8%+6.6pp | 69.3%+20.2pp |
| Annual return | 4.44% | 45.08%-40.6pp | 263.68%-259.2pp | 318.61%-314.2pp |
| Employer contribution / active EE | $6,046 | $3,319+82.2% | $4,831+25.2% | $2,565+135.7% |
| Participant deferral / active EE | $11,801 | $5,946+98.5% | $7,353+60.5% | $3,952+198.6% |
| Admin fee / account holder | $13,920 | $6,934+100.7% | $10,802+28.9% | $6,261+122.3% |