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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 | $40,057 | $60,139-33.4% | $90,461-55.7% | $79,856-49.8% |
| Participation rate | 93.3% | 65.0%+28.3pp | 72.7%+20.6pp | 69.6%+23.7pp |
| Annual return | 9.50% | 71.96%-62.5pp | 1294.76%-1285.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,373 | $2,939-53.3% | $3,964-65.4% | $3,741-63.3% |
| Admin fee / account holder | $10,116 | $3,978+154.3% | $5,617+80.1% | $5,306+90.6% |