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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 | $59,726 | $106,008-43.7% | $92,240-35.2% | $147,586-59.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 9.12% | 50.05%-40.9pp | 176.29%-167.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $1,669 | $4,333-61.5% | $3,680-54.7% | $4,876-65.8% |
| Participant deferral / active EE | $3,514 | $4,478-21.5% | $3,897-9.8% | $5,439-35.4% |
| Admin fee / account holder | $14,353 | $6,333+126.6% | $5,194+176.3% | $10,886+31.9% |