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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 | $53,772 | $93,373-42.4% | $152,466-64.7% | $85,856-37.4% |
| Participation rate | 76.9% | 70.1%+6.8pp | 78.2%-1.3pp | 69.3%+7.6pp |
| Annual return | 6.62% | 21.84%-15.2pp | 757.33%-750.7pp | 318.58%-312.0pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,327-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,104 | $4,550-9.8% | $5,820-29.5% | $3,952+3.8% |
| Admin fee / account holder | $2,153 | $13,853-84.5% | $15,805-86.4% | $6,261-65.6% |