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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 | $108,912-73.9% | $100,383-71.7% | $145,959-80.5% |
| Participation rate | 95.2% | 83.0%+12.3pp | 81.5%+13.7pp | 80.3%+15.0pp |
| Annual return | 10.10% | 57.96%-47.9pp | 49.26%-39.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,802 | $8,451-43.2% | $8,086-40.6% | $6,689-28.2% |
| Admin fee / account holder | $4,204 | $9,690-56.6% | $7,900-46.8% | $13,398-68.6% |