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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 | $52,624 | $117,904-55.4% | $102,457-48.6% | $145,978-64.0% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 3.47% | 31.80%-28.3pp | 29.41%-25.9pp | 550.52%-547.0pp |
| Employer contribution / active EE | $1,910 | $3,613-47.1% | $3,022-36.8% | $4,662-59.0% |
| Participant deferral / active EE | $5,666 | $5,733-1.2% | $5,054+12.1% | $6,690-15.3% |
| Admin fee / account holder | $72,750 | $13,329+445.8% | $9,451+669.7% | $13,400+442.9% |