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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 | $49,986 | $51,638-3.2% | $129,406-61.4% | $80,959-38.3% |
| Participation rate | 74.5% | 56.9%+17.6pp | 69.6%+4.9pp | 67.7%+6.9pp |
| Annual return | 11.07% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,838 | $2,670+81.2% | $4,167+16.1% | $4,300+12.5% |
| Admin fee / account holder | $4,167 | $4,313-3.4% | $7,689-45.8% | $6,925-39.8% |