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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 | $77,909 | $108,897-28.5% | $100,378-22.4% | $145,877-46.6% |
| Participation rate | 92.3% | 83.0%+9.3pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 8.92% | 58.17%-49.3pp | 49.41%-40.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,541 | $8,455-70.0% | $8,087-68.6% | $6,691-62.0% |
| Admin fee / account holder | $8,845 | $9,690-8.7% | $7,899+12.0% | $13,402-34.0% |