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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 | $23,693 | $183,592-87.1% | $155,574-84.8% | $145,877-83.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.97% | 61.37%-53.4pp | 64.87%-56.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,950 | $6,466-69.8% | $5,629-65.4% | $6,691-70.9% |
| Admin fee / account holder | $46,603 | $19,316+141.3% | $15,914+192.8% | $13,402+247.7% |