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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 | $53,297 | $76,368-30.2% | $67,681-21.3% | $154,746-65.6% |
| Participation rate | 86.4% | 79.0%+7.4pp | 73.7%+12.6pp | 80.7%+5.7pp |
| Annual return | 8.89% | 1066.77%-1057.9pp | 590.58%-581.7pp | 172.34%-163.5pp |
| Employer contribution / active EE | $3,541 | $3,151+12.4% | $2,678+32.2% | $4,379-19.1% |
| Participant deferral / active EE | $2,615 | $4,824-45.8% | $3,976-34.2% | $6,730-61.2% |
| Admin fee / account holder | $36,097 | $8,559+321.7% | $6,100+491.8% | $14,365+151.3% |