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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 | $53,832 | $61,125-11.9% | $94,057-42.8% | $87,485-38.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 12.20% | 35.20%-23.0pp | 480.62%-468.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,112 | $2,136-1.2% | $2,933-28.0% | $2,596-18.7% |
| Participant deferral / active EE | $2,507 | $3,260-23.1% | $4,709-46.8% | $4,274-41.3% |
| Admin fee / account holder | $15,727 | $5,629+179.4% | $7,244+117.1% | $7,775+102.3% |