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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 | $60,830 | $45,050+35.0% | $63,018-3.5% | $70,126-13.3% |
| Participation rate | 74.2% | 69.5%+4.7pp | 74.8%-0.6pp | 69.5%+4.7pp |
| Annual return | 8.03% | 18.76%-10.7pp | 87.62%-79.6pp | 73.15%-65.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,249 | $2,466+153.4% | $3,330+87.7% | $3,332+87.5% |
| Admin fee / account holder | $51,650 | $2,834+1722.5% | $3,601+1334.4% | $4,645+1011.8% |