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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 | $58,679 | $58,258+0.7% | $81,820-28.3% | $80,925-27.5% |
| Participation rate | 98.5% | 63.5%+35.1pp | 72.4%+26.1pp | 67.7%+30.9pp |
| Annual return | 10.05% | 41.76%-31.7pp | 777.93%-767.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $4,477 | $2,345+90.9% | $2,915+53.6% | $2,756+62.4% |
| Participant deferral / active EE | $2,026 | $3,284-38.3% | $4,323-53.1% | $4,299-52.9% |
| Admin fee / account holder | $2,218 | $4,976-55.4% | $7,391-70.0% | $6,940-68.0% |