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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 | $31,495 | $72,071-56.3% | $68,368-53.9% | $137,256-77.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 12.91% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,612 | $2,788-6.3% | $2,649-1.4% | $4,156-37.1% |
| Participant deferral / active EE | $2,192 | $4,410-50.3% | $4,123-46.8% | $6,407-65.8% |
| Admin fee / account holder | $18,808 | $5,336+252.5% | $5,150+265.2% | $12,270+53.3% |