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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 | $53,277 | $68,097-21.8% | $62,929-15.3% | $137,256-61.2% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 8.47% | 1859.11%-1850.6pp | 1063.93%-1055.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,645 | $4,553-63.9% | $3,888-57.7% | $6,407-74.3% |
| Admin fee / account holder | $9,917 | $6,521+52.1% | $5,065+95.8% | $12,270-19.2% |