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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 | $44,954 | $85,766-47.6% | $136,298-67.0% | $70,126-35.9% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 10.50% | 31.46%-21.0pp | 5156.27%-5145.8pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,270 | $2,966-57.2% | $4,696-72.9% | $2,343-45.8% |
| Participant deferral / active EE | $9,368 | $5,051+85.5% | $6,247+50.0% | $3,332+181.2% |
| Admin fee / account holder | $19,310 | $5,421+256.2% | $9,244+108.9% | $4,645+315.7% |