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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 | $89,220 | $69,252+28.8% | $64,099+39.2% | $139,456-36.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 4.47% | 45.89%-41.4pp | 33.70%-29.2pp | 373.45%-369.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,945 | $4,683-15.8% | $3,881+1.6% | $6,711-41.2% |
| Admin fee / account holder | $5,550 | $4,248+30.7% | $3,070+80.8% | $11,407-51.3% |