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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 | $116,622 | $88,702+31.5% | $81,780+42.6% | $145,978-20.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 7.92% | 1029.12%-1021.2pp | 776.27%-768.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,195 | $4,645-9.7% | $4,321-2.9% | $6,690-37.3% |
| Admin fee / account holder | $63,542 | $8,414+655.1% | $7,384+760.5% | $13,400+374.2% |