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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 | $115,258 | $115,814-0.5% | $101,275+13.8% | $158,982-27.5% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 1.94% | 56.16%-54.2pp | 46.48%-44.5pp | 302.99%-301.1pp |
| Employer contribution / active EE | $7,500 | $4,176+79.6% | $3,660+104.9% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,824 | $7,249-61.0% | $5,948-52.5% | $11,252-74.9% |