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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 | $50,421 | $60,128-16.1% | $90,440-44.2% | $79,852-36.9% |
| Participation rate | 91.1% | 65.0%+26.1pp | 72.7%+18.4pp | 69.6%+21.5pp |
| Annual return | 7.63% | 71.95%-64.3pp | 1294.38%-1286.8pp | 31.72%-24.1pp |
| Employer contribution / active EE | $3,333 | $2,068+61.2% | $3,263+2.2% | $2,471+34.9% |
| Participant deferral / active EE | $840 | $2,939-71.4% | $3,964-78.8% | $3,740-77.5% |
| Admin fee / account holder | $1,299 | $3,977-67.3% | $5,615-76.9% | $5,306-75.5% |