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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 | $108,911-81.7% | $100,392-80.2% | $145,884-86.3% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 9.55% | 58.23%-48.7pp | 49.45%-39.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,376 | $4,420-68.9% | $3,941-65.1% | $4,662-70.5% |
| Participant deferral / active EE | $3,432 | $8,459-59.4% | $8,090-57.6% | $6,690-48.7% |
| Admin fee / account holder | $73,293 | $9,698+655.7% | $7,904+827.3% | $13,392+447.3% |