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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 | $72,426+117.1% | $67,560+132.8% | $145,897+7.8% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 5.03% | 7226.78%-7221.8pp | 3533.50%-3528.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,508 | $4,785-47.6% | $4,004-37.4% | $6,689-62.5% |
| Admin fee / account holder | $4,716 | $5,514-14.5% | $3,994+18.1% | $13,390-64.8% |