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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 | $108,897-42.7% | $100,378-37.9% | $145,877-57.3% |
| Participation rate | 70.8% | 83.0%-12.1pp | 81.5%-10.7pp | 80.3%-9.5pp |
| Annual return | 8.94% | 58.17%-49.2pp | 49.41%-40.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $868 | $4,420-80.4% | $3,942-78.0% | $4,663-81.4% |
| Participant deferral / active EE | $8,363 | $8,455-1.1% | $8,087+3.4% | $6,691+25.0% |
| Admin fee / account holder | $31,069 | $9,690+220.6% | $7,899+293.3% | $13,402+131.8% |