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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 | $55,258 | $60,139-8.1% | $90,461-38.9% | $79,856-30.8% |
| Participation rate | 86.7% | 65.0%+21.7pp | 72.7%+14.0pp | 69.6%+17.0pp |
| Annual return | 4.31% | 71.96%-67.7pp | 1294.76%-1290.5pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,896 | $2,939+134.6% | $3,964+73.9% | $3,741+84.4% |
| Admin fee / account holder | $2,125 | $3,978-46.6% | $5,617-62.2% | $5,306-59.9% |