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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 | $132,461 | $69,252+91.3% | $64,099+106.7% | $139,456-5.0% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 7.54% | 45.89%-38.4pp | 33.70%-26.2pp | 373.45%-365.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,455 | $4,683+16.5% | $3,881+40.5% | $6,711-18.7% |
| Admin fee / account holder | $38,764 | $4,248+812.6% | $3,070+1162.5% | $11,407+239.8% |