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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 | $70,121+21.1% | $63,803+33.0% | $138,895-38.9% |
| Participation rate | 90.0% | 77.2%+12.8pp | 72.7%+17.3pp | 79.9%+10.1pp |
| Annual return | 9.17% | 946.48%-937.3pp | 543.72%-534.6pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,938 | $4,535+207.3% | $3,843+262.7% | $6,396+117.9% |
| Admin fee / account holder | $22,754 | $6,738+237.7% | $5,196+337.9% | $12,562+81.1% |