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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 | $95,556 | $68,097+40.3% | $62,929+51.8% | $137,256-30.4% |
| Participation rate | 81.0% | 77.4%+3.5pp | 73.1%+7.8pp | 80.0%+1.0pp |
| Annual return | 10.06% | 1859.11%-1849.1pp | 1063.93%-1053.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,187 | $4,553-30.0% | $3,888-18.0% | $6,407-50.3% |
| Admin fee / account holder | $10,112 | $6,521+55.1% | $5,065+99.7% | $12,270-17.6% |