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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 | $72,465+117.0% | $67,575+132.7% | $145,884+7.8% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 5.03% | 7222.56%-7217.5pp | 3528.98%-3524.0pp | 551.85%-546.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,508 | $4,786-47.6% | $4,003-37.4% | $6,690-62.5% |
| Admin fee / account holder | $4,716 | $5,515-14.5% | $3,993+18.1% | $13,392-64.8% |