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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 | $143,032 | $72,446+97.4% | $67,561+111.7% | $145,877-1.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 7.60% | 7211.98%-7204.4pp | 3525.44%-3517.8pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,845 | $4,785+64.0% | $4,003+96.0% | $6,691+17.2% |
| Admin fee / account holder | $1,392 | $5,541-74.9% | $4,006-65.3% | $13,402-89.6% |