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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 | $110,579 | $69,274+59.6% | $64,097+72.5% | $139,487-20.7% |
| Participation rate | 87.0% | 75.6%+11.3pp | 72.3%+14.6pp | 80.3%+6.6pp |
| Annual return | 9.39% | 46.00%-36.6pp | 33.75%-24.4pp | 373.84%-364.5pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,867 | $4,685+110.6% | $3,881+154.2% | $6,713+47.0% |
| Admin fee / account holder | $4,857 | $4,247+14.4% | $3,070+58.2% | $11,407-57.4% |