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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 | $50,295 | $97,125-48.2% | $86,233-41.7% | $137,256-63.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 7.92% | 74.19%-66.3pp | 61.39%-53.5pp | 220.34%-212.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,643 | $5,180+105.5% | $4,559+133.4% | $6,407+66.1% |
| Admin fee / account holder | $14,627 | $9,725+50.4% | $8,342+75.3% | $12,270+19.2% |