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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 | $58,007 | $68,852-15.8% | $120,524-51.9% | $80,925-28.3% |
| Participation rate | 87.8% | 61.6%+26.2pp | 71.9%+15.9pp | 67.7%+20.1pp |
| Annual return | 9.97% | 23.67%-13.7pp | 107.36%-97.4pp | 35.65%-25.7pp |
| Employer contribution / active EE | $2,410 | $2,063+16.8% | $3,469-30.5% | $2,756-12.6% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $23,018 | $5,781+298.2% | $9,440+143.8% | $6,940+231.7% |