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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 | $53,769 | $55,437-3.0% | $155,534-65.4% | $74,459-27.8% |
| Participation rate | 78.9% | 61.9%+17.0pp | 78.2%+0.7pp | 67.2%+11.7pp |
| Annual return | 9.87% | 269.58%-259.7pp | 64.92%-55.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $3,041 | $2,266+34.2% | $4,675-35.0% | $2,626+15.8% |
| Participant deferral / active EE | $4,258 | $2,837+50.1% | $5,630-24.4% | $4,350-2.1% |
| Admin fee / account holder | $4,321 | $1,742+148.0% | $15,900-72.8% | $1,945+122.2% |