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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 | $64,573 | $52,353+23.3% | $120,225-46.3% | $82,448-21.7% |
| Participation rate | 80.0% | 58.3%+21.7pp | 69.6%+10.4pp | 68.1%+11.9pp |
| Annual return | 11.31% | 61.85%-50.5pp | 439.23%-427.9pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,240 | $2,627+61.4% | $3,999+6.0% | $4,139+2.4% |
| Admin fee / account holder | $2,876 | $4,363-34.1% | $5,696-49.5% | $7,234-60.2% |