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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 | $58,911 | $102,393-42.5% | $147,041-59.9% | $80,911-27.2% |
| Participation rate | 71.8% | 75.9%-4.1pp | 82.2%-10.4pp | 67.6%+4.1pp |
| Annual return | 11.11% | 134.95%-123.8pp | 419.21%-408.1pp | 35.63%-24.5pp |
| Employer contribution / active EE | $2,400 | $3,715-35.4% | $4,935-51.4% | $2,756-12.9% |
| Participant deferral / active EE | $4,365 | $6,647-34.3% | $8,071-45.9% | $4,297+1.6% |
| Admin fee / account holder | $1,343 | $7,943-83.1% | $13,006-89.7% | $6,935-80.6% |