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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 | $121,191 | $72,071+68.2% | $68,368+77.3% | $137,256-11.7% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 11.36% | 353.14%-341.8pp | 292.57%-281.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,057 | $4,410+82.7% | $4,123+95.4% | $6,407+25.8% |
| Admin fee / account holder | $24,104 | $5,336+351.8% | $5,150+368.0% | $12,270+96.4% |