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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 | $105,562 | $48,284+118.6% | $67,524+56.3% | $80,911+30.5% |
| Participation rate | 70.5% | 66.4%+4.1pp | 72.9%-2.4pp | 67.6%+2.8pp |
| Annual return | 10.93% | 18.27%-7.3pp | 3519.41%-3508.5pp | 35.63%-24.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,630 | $2,927+194.9% | $4,001+115.7% | $4,297+100.8% |
| Admin fee / account holder | $5,710 | $3,688+54.8% | $4,001+42.7% | $6,935-17.7% |