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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 | $84,205 | $48,337+74.2% | $67,560+24.6% | $80,959+4.0% |
| Participation rate | 96.7% | 66.4%+30.2pp | 72.9%+23.7pp | 67.7%+29.0pp |
| Annual return | 10.44% | 18.26%-7.8pp | 3533.50%-3523.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $20,589 | $2,928+603.1% | $4,004+414.2% | $4,300+378.8% |
| Admin fee / account holder | $2,992 | $3,695-19.0% | $3,994-25.1% | $6,925-56.8% |