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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 | $51,184+48.0% | $66,439+14.1% | $86,983-12.9% |
| Participation rate | 80.4% | 68.5%+11.9pp | 74.5%+5.9pp | 69.5%+10.8pp |
| Annual return | 9.03% | 17.07%-8.0pp | 757.66%-748.6pp | 25.83%-16.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,405 | $2,927+84.6% | $3,876+39.4% | $4,194+28.9% |
| Admin fee / account holder | $9,265 | $4,154+123.0% | $6,173+50.1% | $7,856+17.9% |