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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 | $157,272 | $72,403+117.2% | $67,524+132.9% | $145,978+7.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 5.03% | 7197.23%-7192.2pp | 3519.41%-3514.4pp | 550.52%-545.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,508 | $4,782-47.6% | $4,001-37.3% | $6,690-62.5% |
| Admin fee / account holder | $4,716 | $5,541-14.9% | $4,001+17.9% | $13,400-64.8% |