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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 | $125,364 | $72,071+73.9% | $68,368+83.4% | $137,256-8.7% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 13.09% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,261 | $4,410-3.4% | $4,123+3.4% | $6,407-33.5% |
| Admin fee / account holder | $8,158 | $5,336+52.9% | $5,150+58.4% | $12,270-33.5% |