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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 | $28,450 | $108,897-73.9% | $100,378-71.7% | $145,877-80.5% |
| Participation rate | 95.2% | 83.0%+12.3pp | 81.5%+13.7pp | 80.3%+14.9pp |
| Annual return | 10.10% | 58.17%-48.1pp | 49.41%-39.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,802 | $8,455-43.2% | $8,087-40.6% | $6,691-28.2% |
| Admin fee / account holder | $4,204 | $9,690-56.6% | $7,899-46.8% | $13,402-68.6% |