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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 | $84,888 | $68,097+24.7% | $62,929+34.9% | $137,256-38.2% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 9.17% | 1859.11%-1849.9pp | 1063.93%-1054.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,938 | $4,553+206.2% | $3,888+258.5% | $6,407+117.5% |
| Admin fee / account holder | $22,754 | $6,521+248.9% | $5,065+349.3% | $12,270+85.4% |