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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 | $178,676 | $108,897+64.1% | $100,378+78.0% | $145,877+22.5% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 9.42% | 58.17%-48.8pp | 49.41%-40.0pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,252 | $8,455-61.5% | $8,087-59.8% | $6,691-51.4% |
| Admin fee / account holder | $38,385 | $9,690+296.1% | $7,899+385.9% | $13,402+186.4% |