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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 | $51,928 | $70,684-26.5% | $169,397-69.3% | $75,177-30.9% |
| Participation rate | 84.9% | 64.8%+20.1pp | 77.2%+7.7pp | 67.2%+17.7pp |
| Annual return | 13.53% | 36.38%-22.8pp | 406.23%-392.7pp | 160.75%-147.2pp |
| Employer contribution / active EE | $1,785 | $2,211-19.3% | $4,013-55.5% | $2,671-33.2% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,926 | $5,404+46.7% | $9,017-12.1% | $5,651+40.3% |