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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 | $102,939 | $72,071+42.8% | $68,368+50.6% | $137,256-25.0% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 12.58% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,959 | $2,788+185.5% | $2,649+200.5% | $4,156+91.5% |
| Participant deferral / active EE | $8,555 | $4,410+94.0% | $4,123+107.5% | $6,407+33.5% |
| Admin fee / account holder | $5,725 | $5,336+7.3% | $5,150+11.2% | $12,270-53.3% |