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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 | $102,234 | $76,368+33.9% | $67,681+51.1% | $154,746-33.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 5.87% | 1066.77%-1060.9pp | 590.58%-584.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,605 | $4,824-66.7% | $3,976-59.6% | $6,730-76.2% |
| Admin fee / account holder | $3,612 | $8,559-57.8% | $6,100-40.8% | $14,365-74.9% |