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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 | $118,943 | $78,707+51.1% | $117,861+0.9% | $70,126+69.6% |
| Participation rate | 96.2% | 73.2%+23.0pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 8.68% | 23.30%-14.6pp | 335.11%-326.4pp | 73.15%-64.5pp |
| Employer contribution / active EE | $3,994 | $2,223+79.6% | $3,786+5.5% | $2,343+70.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $953 | $5,066-81.2% | $8,021-88.1% | $4,645-79.5% |