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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 | $139,129 | $69,274+100.8% | $64,097+117.1% | $139,487-0.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 5.56% | 46.00%-40.4pp | 33.75%-28.2pp | 373.84%-368.3pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,520 | $4,685-46.2% | $3,881-35.1% | $6,713-62.5% |
| Admin fee / account holder | $4,219 | $4,247-0.6% | $3,070+37.4% | $11,407-63.0% |