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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 | $21,195 | $78,690-73.1% | $161,489-86.9% | $87,485-75.8% |
| Participation rate | 90.9% | 67.5%+23.4pp | 78.7%+12.2pp | 68.9%+22.0pp |
| Annual return | 12.56% | 32.74%-20.2pp | 89.72%-77.2pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,138 | $2,588-17.4% | $4,268-49.9% | $2,596-17.6% |
| Participant deferral / active EE | $4,268 | $3,311+28.9% | $5,630-24.2% | $4,274-0.1% |
| Admin fee / account holder | $43,974 | $6,724+554.0% | $16,006+174.7% | $7,775+465.6% |