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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 | $76,844 | $84,741-9.3% | $75,731+1.5% | $167,553-54.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.8%+10.9pp | 82.1%+3.6pp |
| Annual return | 9.38% | 199.72%-190.3pp | 104.65%-95.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,992 | $4,577+30.9% | $3,820+56.9% | $6,343-5.5% |
| Admin fee / account holder | $46,096 | $5,361+759.9% | $3,620+1173.4% | $12,316+274.3% |