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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 | $56,431+14.4% | $130,788-50.6% | $87,485-26.2% |
| Participation rate | 80.0% | 58.9%+21.1pp | 70.1%+9.9pp | 68.9%+11.1pp |
| Annual return | 11.31% | 91.27%-80.0pp | 386.44%-375.1pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,240 | $2,749+54.2% | $4,137+2.5% | $4,274-0.8% |
| Admin fee / account holder | $2,876 | $4,433-35.1% | $6,673-56.9% | $7,775-63.0% |