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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 | $38,141 | $103,038-63.0% | $90,324-57.8% | $152,909-75.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 8.53% | 95.25%-86.7pp | 78.15%-69.6pp | 345.46%-336.9pp |
| Employer contribution / active EE | $1,470 | $3,141-53.2% | $2,856-48.5% | $4,764-69.1% |
| Participant deferral / active EE | $1,686 | $4,282-60.6% | $3,885-56.6% | $5,851-71.2% |
| Admin fee / account holder | $27,307 | $6,177+342.1% | $5,356+409.9% | $11,601+135.4% |