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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 | $66,761 | $108,911-38.7% | $100,392-33.5% | $145,884-54.2% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 9.74% | 58.23%-48.5pp | 49.45%-39.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,192 | $8,459-26.8% | $8,090-23.5% | $6,690-7.4% |
| Admin fee / account holder | $13,377 | $9,698+37.9% | $7,904+69.2% | $13,392-0.1% |