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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 | $60,204 | $148,623-59.5% | $135,974-55.7% | $139,466-56.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.05% | 79.30%-69.2pp | 68.30%-58.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $2,469 | $5,246-52.9% | $4,859-49.2% | $4,754-48.1% |
| Participant deferral / active EE | $4,977 | $8,103-38.6% | $7,760-35.9% | $6,712-25.9% |
| Admin fee / account holder | $51,082 | $12,406+311.8% | $10,767+374.5% | $11,409+347.7% |