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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 | $33,213 | $58,927-43.6% | $76,823-56.8% | $72,983-54.5% |
| Participation rate | 72.1% | 67.3%+4.8pp | 72.1%0pp | 69.5%+2.6pp |
| Annual return | 13.60% | 2305.64%-2292.0pp | 1166.42%-1152.8pp | 81.01%-67.4pp |
| Employer contribution / active EE | $1,724 | $1,787-3.5% | $2,302-25.1% | $2,440-29.3% |
| Participant deferral / active EE | $3,804 | $2,690+41.4% | $3,336+14.0% | $3,608+5.4% |
| Admin fee / account holder | $12,692 | $4,013+216.3% | $6,422+97.6% | $5,124+147.7% |