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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 | $31,375 | $70,366-55.4% | $66,674-52.9% | $138,895-77.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 7.90% | 386.41%-378.5pp | 321.24%-313.3pp | 145.39%-137.5pp |
| Employer contribution / active EE | $2,222 | $2,765-19.6% | $2,620-15.2% | $4,194-47.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $13,234 | $5,262+151.5% | $5,098+159.6% | $12,562+5.3% |