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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 | $57,280 | $100,041-42.7% | $149,718-61.7% | $70,131-18.3% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.1%+11.4pp | 69.5%+29.0pp |
| Annual return | 11.28% | 27.43%-16.1pp | 1501.70%-1490.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $5,373 | $3,662+46.7% | $5,444-1.3% | $2,342+129.4% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,797 | $8,286-30.0% | $11,283-48.6% | $4,645+24.8% |