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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 | $118,489 | $58,099+103.9% | $76,872+54.1% | $75,173+57.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.85% | 26.71%-13.9pp | 37.90%-25.1pp | 160.72%-147.9pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,436 | $2,999+147.9% | $3,832+94.0% | $4,126+80.2% |
| Admin fee / account holder | $30,143 | $4,778+530.9% | $5,476+450.4% | $5,651+433.5% |