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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 | $36,869 | $48,570-24.1% | $130,660-71.8% | $72,975-49.5% |
| Participation rate | 75.0% | 58.6%+16.4pp | 71.7%+3.3pp | 69.5%+5.5pp |
| Annual return | 5.53% | 38.63%-33.1pp | 1709.29%-1703.8pp | 81.01%-75.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,496 | $2,384+4.7% | $3,603-30.7% | $3,608-30.8% |
| Admin fee / account holder | $2,472 | $3,549-30.4% | $5,463-54.8% | $5,124-51.8% |