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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 | $116,365 | $65,440+77.8% | $98,506+18.1% | $85,851+35.5% |
| Participation rate | 81.5% | 65.0%+16.5pp | 73.3%+8.1pp | 69.3%+12.2pp |
| Annual return | 10.48% | 21.75%-11.3pp | 1494.92%-1484.4pp | 318.63%-308.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,465 | $3,168-53.7% | $4,277-65.7% | $3,952-62.9% |
| Admin fee / account holder | $3,417 | $4,596-25.6% | $5,955-42.6% | $6,261-45.4% |