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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 | $151,207 | $105,200+43.7% | $159,474-5.2% | $85,847+76.1% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 10.84% | 45.08%-34.2pp | 263.68%-252.8pp | 318.61%-307.8pp |
| Employer contribution / active EE | $10,811 | $3,319+225.7% | $4,831+123.8% | $2,565+321.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,982 | $6,934-28.2% | $10,802-53.9% | $6,261-20.4% |