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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 | $68,097+50.1% | $62,929+62.5% | $137,256-25.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 5.87% | 1859.11%-1853.2pp | 1063.93%-1058.1pp | 220.34%-214.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,605 | $4,553-64.7% | $3,888-58.7% | $6,407-74.9% |
| Admin fee / account holder | $3,612 | $6,521-44.6% | $5,065-28.7% | $12,270-70.6% |