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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 | $41,720 | $115,225-63.8% | $100,712-58.6% | $138,895-70.0% |
| Participation rate | 72.2% | 74.3%-2.1pp | 69.3%+2.9pp | 79.9%-7.7pp |
| Annual return | 7.82% | 40.35%-32.5pp | 33.27%-25.5pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,049 | $2,771-62.2% | $2,313-54.6% | $4,194-75.0% |
| Participant deferral / active EE | $5,244 | $4,699+11.6% | $4,085+28.4% | $6,396-18.0% |
| Admin fee / account holder | $50,686 | $10,844+367.4% | $9,256+447.6% | $12,562+303.5% |