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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 | $234,367 | $51,207+357.7% | $70,565+232.1% | $75,177+211.8% |
| Participation rate | 98.9% | 61.0%+37.9pp | 68.4%+30.5pp | 67.2%+31.6pp |
| Annual return | 12.91% | 30.05%-17.1pp | 32.79%-19.9pp | 160.75%-147.8pp |
| Employer contribution / active EE | $1,520 | $1,826-16.8% | $2,976-48.9% | $2,671-43.1% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36,728 | $4,097+796.4% | $6,430+471.2% | $5,651+549.9% |