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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 | $45,734 | $208,088-78.0% | $186,193-75.4% | $154,746-70.4% |
| Participation rate | 95.5% | 80.0%+15.5pp | 77.1%+18.3pp | 80.7%+14.8pp |
| Annual return | 7.87% | 89.97%-82.1pp | 78.03%-70.2pp | 172.34%-164.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,620 | $7,078-6.5% | $6,513+1.6% | $6,730-1.6% |
| Admin fee / account holder | $27,174 | $11,698+132.3% | $11,058+145.7% | $14,365+89.2% |