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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 | $19,927 | $108,912-81.7% | $100,383-80.1% | $145,959-86.3% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 9.55% | 57.96%-48.4pp | 49.26%-39.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,376 | $4,423-68.9% | $3,944-65.1% | $4,661-70.5% |
| Participant deferral / active EE | $3,432 | $8,451-59.4% | $8,086-57.6% | $6,689-48.7% |
| Admin fee / account holder | $73,293 | $9,690+656.4% | $7,900+827.8% | $13,398+447.0% |