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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 | $158,260 | $102,382+54.6% | $147,005+7.7% | $80,874+95.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 10.67% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $7,893 | $3,715+112.5% | $4,934+60.0% | $2,756+186.4% |
| Participant deferral / active EE | $10,840 | $6,646+63.1% | $8,070+34.3% | $4,297+152.3% |
| Admin fee / account holder | $6,939 | $7,942-12.6% | $13,006-46.6% | $6,935+0.1% |