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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 | $20,146 | $48,314-58.3% | $67,561-70.2% | $80,925-75.1% |
| Participation rate | 78.4% | 66.4%+12.0pp | 72.9%+5.5pp | 67.7%+10.7pp |
| Annual return | 9.60% | 18.28%-8.7pp | 3525.44%-3515.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,112 | $2,927+6.3% | $4,003-22.3% | $4,299-27.6% |
| Admin fee / account holder | $9,417 | $3,690+155.2% | $4,006+135.1% | $6,940+35.7% |