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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 | $62,670 | $47,479+32.0% | $62,929-0.4% | $82,448-24.0% |
| Participation rate | 97.8% | 66.9%+31.0pp | 73.1%+24.7pp | 68.1%+29.8pp |
| Annual return | 10.70% | 20.34%-9.6pp | 1063.93%-1053.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,777 | $2,870-38.1% | $3,888-54.3% | $4,139-57.1% |
| Admin fee / account holder | $1,136 | $3,804-70.1% | $5,065-77.6% | $7,234-84.3% |