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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 | $74,308 | $78,707-5.6% | $117,861-37.0% | $70,126+6.0% |
| Participation rate | 87.7% | 73.2%+14.5pp | 79.7%+8.1pp | 69.5%+18.2pp |
| Annual return | 9.32% | 23.30%-14.0pp | 335.11%-325.8pp | 73.15%-63.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,361 | $3,297-28.4% | $4,482-47.3% | $3,332-29.1% |
| Admin fee / account holder | $24,396 | $5,066+381.6% | $8,021+204.2% | $4,645+425.1% |