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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 | $50,341 | $85,171-40.9% | $172,752-70.9% | $72,975-31.0% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.6pp | 69.5%+26.8pp |
| Annual return | 13.93% | 27.32%-13.4pp | 802.97%-789.0pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,351 | $3,324-59.4% | $5,144-73.7% | $2,440-44.6% |
| Participant deferral / active EE | $1,277 | $3,260-60.8% | $5,198-75.4% | $3,608-64.6% |
| Admin fee / account holder | $1,191 | $5,880-79.8% | $13,955-91.5% | $5,124-76.8% |