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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 | $82,717 | $68,097+21.5% | $62,929+31.4% | $137,256-39.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.29% | 1859.11%-1850.8pp | 1063.93%-1055.6pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,575 | $4,553+66.4% | $3,888+94.8% | $6,407+18.2% |
| Admin fee / account holder | $5,853 | $6,521-10.2% | $5,065+15.6% | $12,270-52.3% |