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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 | $56,973 | $58,311-2.3% | $81,882-30.4% | $80,959-29.6% |
| Participation rate | 73.6% | 63.5%+10.1pp | 72.4%+1.2pp | 67.7%+5.9pp |
| Annual return | 9.09% | 41.85%-32.8pp | 779.47%-770.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,924 | $2,347-18.0% | $2,916-34.0% | $2,757-30.2% |
| Participant deferral / active EE | $2,551 | $3,287-22.4% | $4,323-41.0% | $4,300-40.7% |
| Admin fee / account holder | $16,009 | $4,752+236.9% | $7,360+117.5% | $6,925+131.2% |