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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 | $62,348 | $108,942-42.8% | $100,415-37.9% | $145,897-57.3% |
| Participation rate | 70.8% | 83.0%-12.1pp | 81.5%-10.7pp | 80.3%-9.5pp |
| Annual return | 8.94% | 58.27%-49.3pp | 49.47%-40.5pp | 552.29%-543.4pp |
| Employer contribution / active EE | $868 | $4,422-80.4% | $3,943-78.0% | $4,663-81.4% |
| Participant deferral / active EE | $8,363 | $8,461-1.2% | $8,091+3.4% | $6,689+25.0% |
| Admin fee / account holder | $31,069 | $9,702+220.2% | $7,906+293.0% | $13,390+132.0% |