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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 | $48,327+74.2% | $67,575+24.6% | $80,935+4.0% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.7%+29.0pp |
| Annual return | 10.44% | 18.31%-7.9pp | 3528.98%-3518.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $20,589 | $2,927+603.4% | $4,003+414.3% | $4,299+378.9% |
| Admin fee / account holder | $2,992 | $3,692-19.0% | $3,993-25.1% | $6,924-56.8% |