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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 | $75,317 | $63,346+18.9% | $92,240-18.3% | $70,126+7.4% |
| Participation rate | 86.5% | 68.7%+17.8pp | 76.5%+10.0pp | 69.5%+16.9pp |
| Annual return | 8.29% | 530.19%-521.9pp | 176.29%-168.0pp | 73.15%-64.9pp |
| Employer contribution / active EE | $1,088 | $2,471-56.0% | $3,680-70.4% | $2,343-53.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,083 | $3,841+214.6% | $5,194+132.6% | $4,645+160.1% |