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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 | $61,761 | $115,814-46.7% | $101,275-39.0% | $158,982-61.2% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 6.29% | 56.16%-49.9pp | 46.48%-40.2pp | 302.99%-296.7pp |
| Employer contribution / active EE | $6,584 | $4,176+57.7% | $3,660+79.9% | $4,763+38.2% |
| Participant deferral / active EE | $2,958 | $4,958-40.3% | $4,371-32.3% | $5,983-50.6% |
| Admin fee / account holder | $50,815 | $7,249+601.0% | $5,948+754.3% | $11,252+351.6% |