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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 | $58,872 | $60,139-2.1% | $90,461-34.9% | $79,856-26.3% |
| Participation rate | 81.6% | 65.0%+16.6pp | 72.7%+8.9pp | 69.6%+12.0pp |
| Annual return | 2.62% | 71.96%-69.3pp | 1294.76%-1292.1pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,200 | $2,069+6.3% | $3,264-32.6% | $2,471-11.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,318 | $3,978+134.2% | $5,617+65.9% | $5,306+75.6% |