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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 | $31,997 | $107,363-70.2% | $92,909-65.6% | $152,897-79.1% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 10.32% | 145.63%-135.3pp | 109.44%-99.1pp | 345.43%-335.1pp |
| Employer contribution / active EE | $2,257 | $4,222-46.5% | $3,653-38.2% | $4,764-52.6% |
| Participant deferral / active EE | $7,248 | $4,848+49.5% | $4,238+71.0% | $5,851+23.9% |
| Admin fee / account holder | $36,942 | $7,082+421.7% | $5,795+537.5% | $11,599+218.5% |