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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 | $25,176 | $60,139-58.1% | $90,461-72.2% | $79,856-68.5% |
| Participation rate | 79.5% | 65.0%+14.5pp | 72.7%+6.8pp | 69.6%+9.8pp |
| Annual return | 6.13% | 71.96%-65.8pp | 1294.76%-1288.6pp | 31.71%-25.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,957 | $2,939+34.7% | $3,964-0.2% | $3,741+5.8% |
| Admin fee / account holder | $8,280 | $3,978+108.1% | $5,617+47.4% | $5,306+56.0% |