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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 | $72,693 | $51,638+40.8% | $129,406-43.8% | $80,959-10.2% |
| Participation rate | 94.4% | 56.9%+37.5pp | 69.6%+24.8pp | 67.7%+26.8pp |
| Annual return | 10.49% | 20.78%-10.3pp | 9468.18%-9457.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $6,514 | $1,584+311.4% | $4,155+56.8% | $2,757+136.3% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $869 | $4,313-79.9% | $7,689-88.7% | $6,925-87.5% |