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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 | $79,557 | $63,342+25.6% | $92,236-13.7% | $70,131+13.4% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 11.53% | 530.15%-518.6pp | 176.29%-164.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,841 | $2,854+69.6% | $3,897+24.2% | $3,332+45.3% |
| Admin fee / account holder | $2,688 | $3,840-30.0% | $5,194-48.2% | $4,645-42.1% |