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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 | $145,416 | $106,005+37.2% | $92,239+57.7% | $147,585-1.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 8.50% | 50.05%-41.6pp | 176.29%-167.8pp | 578.58%-570.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,628 | $4,478+137.3% | $3,897+172.7% | $5,439+95.4% |
| Admin fee / account holder | $31,062 | $6,333+390.5% | $5,194+498.0% | $10,886+185.3% |