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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 | $19,280 | $106,247-81.9% | $96,515-80.0% | $139,466-86.2% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 5.62% | 38.47%-32.8pp | 35.73%-30.1pp | 373.66%-368.0pp |
| Employer contribution / active EE | $1,996 | $4,106-51.4% | $3,740-46.6% | $4,754-58.0% |
| Participant deferral / active EE | $9,007 | $5,456+65.1% | $4,880+84.6% | $6,712+34.2% |
| Admin fee / account holder | $76,343 | $7,885+868.2% | $6,735+1033.5% | $11,409+569.2% |