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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 | $38,077 | $49,199-22.6% | $121,210-68.6% | $75,177-49.3% |
| Participation rate | 95.3% | 55.4%+39.9pp | 69.5%+25.8pp | 67.2%+28.1pp |
| Annual return | 12.93% | 56.04%-43.1pp | 987.41%-974.5pp | 160.75%-147.8pp |
| Employer contribution / active EE | $2,484 | $1,547+60.5% | $4,171-40.4% | $2,671-7.0% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,365 | $3,946-14.7% | $5,647-40.4% | $5,651-40.5% |