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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 | $76,368+11.2% | $67,681+25.4% | $154,746-45.1% |
| Participation rate | 90.0% | 79.0%+11.0pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 9.17% | 1066.77%-1057.6pp | 590.58%-581.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,938 | $4,824+188.9% | $3,976+250.6% | $6,730+107.1% |
| Admin fee / account holder | $22,754 | $8,559+165.8% | $6,100+273.0% | $14,365+58.4% |