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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 | $63,064 | $85,766-26.5% | $136,298-53.7% | $70,126-10.1% |
| Participation rate | 92.2% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 12.01% | 31.46%-19.4pp | 5156.27%-5144.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,650 | $2,966-44.4% | $4,696-64.9% | $2,343-29.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,258 | $5,421-76.8% | $9,244-86.4% | $4,645-72.9% |