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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 | $93,896 | $103,038-8.9% | $90,324+4.0% | $152,909-38.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 8.96% | 95.25%-86.3pp | 78.15%-69.2pp | 345.46%-336.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,385 | $4,282-44.3% | $3,885-38.6% | $5,851-59.2% |
| Admin fee / account holder | $3,794 | $6,177-38.6% | $5,356-29.2% | $11,601-67.3% |