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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 | $57,479 | $125,778-54.3% | $114,563-49.8% | $154,746-62.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.9%+11.7pp | 80.7%+3.9pp |
| Annual return | 5.12% | 295.14%-290.0pp | 241.09%-236.0pp | 172.34%-167.2pp |
| Employer contribution / active EE | $1,538 | $2,806-45.2% | $2,592-40.6% | $4,379-64.9% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $27,020 | $8,190+229.9% | $7,623+254.4% | $14,365+88.1% |