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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 | $39,434 | $102,393-61.5% | $147,041-73.2% | $80,911-51.3% |
| Participation rate | 86.2% | 75.9%+10.4pp | 82.2%+4.0pp | 67.6%+18.6pp |
| Annual return | 6.08% | 134.95%-128.9pp | 419.21%-413.1pp | 35.63%-29.6pp |
| Employer contribution / active EE | $1,104 | $3,715-70.3% | $4,935-77.6% | $2,756-59.9% |
| Participant deferral / active EE | $7,082 | $6,647+6.6% | $8,071-12.2% | $4,297+64.8% |
| Admin fee / account holder | $21,856 | $7,943+175.1% | $13,006+68.0% | $6,935+215.2% |