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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 | $65,686 | $53,128+23.6% | $86,582-24.1% | $70,126-6.3% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 10.22% | 27.66%-17.4pp | 965.08%-954.9pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,673 | $2,695+36.3% | $3,609+1.8% | $3,332+10.3% |
| Admin fee / account holder | $19,114 | $3,584+433.3% | $4,904+289.7% | $4,645+311.4% |