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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 | $55,107 | $52,353+5.3% | $120,225-54.2% | $82,448-33.2% |
| Participation rate | 73.1% | 58.3%+14.8pp | 69.6%+3.5pp | 68.1%+5.0pp |
| Annual return | 11.66% | 61.85%-50.2pp | 439.23%-427.6pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,548 | $2,627+73.2% | $3,999+13.7% | $4,139+9.9% |
| Admin fee / account holder | $851 | $4,363-80.5% | $5,696-85.1% | $7,234-88.2% |