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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 | $49,605 | $72,071-31.2% | $68,368-27.4% | $137,256-63.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 11.07% | 353.14%-342.1pp | 292.57%-281.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,568 | $2,788-7.9% | $2,649-3.1% | $4,156-38.2% |
| Participant deferral / active EE | $3,804 | $4,410-13.7% | $4,123-7.7% | $6,407-40.6% |
| Admin fee / account holder | $11,194 | $5,336+109.8% | $5,150+117.4% | $12,270-8.8% |