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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 | $123,634 | $89,367+38.3% | $141,191-12.4% | $72,975+69.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 16.22% | 111.87%-95.6pp | 71.41%-55.2pp | 81.01%-64.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,019 | $5,419-7.4% | $6,710-25.2% | $3,608+39.1% |
| Admin fee / account holder | $35,984 | $5,957+504.1% | $10,264+250.6% | $5,124+602.3% |