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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 | $109,858 | $72,071+52.4% | $68,368+60.7% | $137,256-20.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 8.29% | 353.14%-344.9pp | 292.57%-284.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $7,056 | $2,788+153.1% | $2,649+166.4% | $4,156+69.8% |
| Participant deferral / active EE | $3,041 | $4,410-31.0% | $4,123-26.2% | $6,407-52.5% |
| Admin fee / account holder | $27,062 | $5,336+407.2% | $5,150+425.5% | $12,270+120.6% |