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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 | $50,892 | $60,139-15.4% | $90,461-43.7% | $79,856-36.3% |
| Participation rate | 84.8% | 65.0%+19.9pp | 72.7%+12.2pp | 69.6%+15.2pp |
| Annual return | 8.98% | 71.96%-63.0pp | 1294.76%-1285.8pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,975 | $2,939+103.3% | $3,964+50.7% | $3,741+59.7% |
| Admin fee / account holder | $766 | $3,978-80.7% | $5,617-86.4% | $5,306-85.6% |