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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 | $60,095 | $148,623-59.6% | $135,974-55.8% | $139,466-56.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.85% | 79.30%-69.5pp | 68.30%-58.5pp | 373.66%-363.8pp |
| Employer contribution / active EE | $2,042 | $5,246-61.1% | $4,859-58.0% | $4,754-57.1% |
| Participant deferral / active EE | $4,839 | $8,103-40.3% | $7,760-37.6% | $6,712-27.9% |
| Admin fee / account holder | $41,286 | $12,406+232.8% | $10,767+283.5% | $11,409+261.9% |