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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 | $242,685 | $111,535+117.6% | $105,223+130.6% | $137,256+76.8% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 10.50% | 237.85%-227.4pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $6,971 | $3,939+77.0% | $3,689+89.0% | $4,156+67.7% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,101 | $9,721-57.8% | $8,859-53.7% | $12,270-66.6% |