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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 | $64,493 | $166,131-61.2% | $164,975-60.9% | $145,877-55.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 6.72% | 100.37%-93.6pp | 70.12%-63.4pp | 551.28%-544.6pp |
| Employer contribution / active EE | $3,347 | $5,276-36.6% | $4,343-22.9% | $4,663-28.2% |
| Participant deferral / active EE | $7,987 | $6,962+14.7% | $6,033+32.4% | $6,691+19.4% |
| Admin fee / account holder | $112,785 | $16,648+577.5% | $12,688+788.9% | $13,402+741.5% |