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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 | $80,528 | $107,944-25.4% | $91,994-12.5% | $152,885-47.3% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.5%+7.5pp |
| Annual return | 10.59% | 89.26%-78.7pp | 69.03%-58.4pp | 345.39%-334.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,689 | $6,365-42.0% | $5,923-37.7% | $5,851-36.9% |
| Admin fee / account holder | $4,105 | $10,521-61.0% | $7,743-47.0% | $11,598-64.6% |