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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 | $129,214 | $102,978+25.5% | $90,287+43.1% | $152,870-15.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 5.29% | 95.17%-89.9pp | 78.10%-72.8pp | 345.34%-340.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,260 | $4,281-47.2% | $3,885-41.8% | $5,850-61.4% |
| Admin fee / account holder | $2,493 | $6,171-59.6% | $5,351-53.4% | $11,597-78.5% |