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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 | $87,834 | $50,554+73.7% | $67,681+29.8% | $87,485+0.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.94% | 17.81%-8.9pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,214 | $1,988-39.0% | $2,678-54.7% | $2,596-53.3% |
| Participant deferral / active EE | $5,125 | $2,961+73.1% | $3,976+28.9% | $4,274+19.9% |
| Admin fee / account holder | $19,015 | $4,132+360.1% | $6,100+211.7% | $7,775+144.6% |