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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 | $22,020 | $60,119-63.4% | $90,430-75.6% | $79,858-72.4% |
| Participation rate | 76.7% | 65.0%+11.7pp | 72.7%+4.0pp | 69.6%+7.0pp |
| Annual return | 8.02% | 71.94%-63.9pp | 1293.73%-1285.7pp | 31.72%-23.7pp |
| Employer contribution / active EE | $934 | $2,068-54.8% | $3,262-71.4% | $2,471-62.2% |
| Participant deferral / active EE | $2,158 | $2,938-26.5% | $3,963-45.5% | $3,740-42.3% |
| Admin fee / account holder | $7,192 | $3,976+80.9% | $5,613+28.1% | $5,306+35.5% |