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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 | $75,777 | $47,479+59.6% | $62,929+20.4% | $82,448-8.1% |
| Participation rate | 80.4% | 66.9%+13.5pp | 73.1%+7.2pp | 68.1%+12.3pp |
| Annual return | 9.03% | 20.34%-11.3pp | 1063.93%-1054.9pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,405 | $2,870+88.3% | $3,888+39.0% | $4,139+30.6% |
| Admin fee / account holder | $9,265 | $3,804+143.6% | $5,065+82.9% | $7,234+28.1% |