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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 | $21,171 | $111,878-81.1% | $93,727-77.4% | $145,897-85.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 7.06% | 204.28%-197.2pp | 133.83%-126.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,120 | $4,920+44.7% | $4,417+61.2% | $6,689+6.4% |
| Admin fee / account holder | $8,388 | $10,256-18.2% | $8,292+1.2% | $13,390-37.4% |