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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 | $80,858 | $72,446+11.6% | $67,561+19.7% | $145,877-44.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 4.35% | 7211.98%-7207.6pp | 3525.44%-3521.1pp | 551.28%-546.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,411 | $4,785-28.7% | $4,003-14.8% | $6,691-49.0% |
| Admin fee / account holder | $13,649 | $5,541+146.3% | $4,006+240.8% | $13,402+1.8% |