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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 | $30,918 | $108,897-71.6% | $100,378-69.2% | $145,877-78.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 10.12% | 58.17%-48.0pp | 49.41%-39.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,418 | $4,420-45.3% | $3,942-38.7% | $4,663-48.2% |
| Participant deferral / active EE | $2,732 | $8,455-67.7% | $8,087-66.2% | $6,691-59.2% |
| Admin fee / account holder | $26,022 | $9,690+168.5% | $7,899+229.4% | $13,402+94.2% |