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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 | $111,212 | $55,457+100.5% | $77,361+43.8% | $94,015+18.3% |
| Participation rate | 75.0% | 69.8%+5.2pp | 75.0%0pp | 70.8%+4.2pp |
| Annual return | 8.53% | 15.57%-7.0pp | 1011.54%-1003.0pp | 17.84%-9.3pp |
| Employer contribution / active EE | $2,403 | $2,255+6.6% | $2,990-19.6% | $2,790-13.9% |
| Participant deferral / active EE | $5,053 | $3,069+64.6% | $3,911+29.2% | $4,249+18.9% |
| Admin fee / account holder | $45,640 | $4,334+953.1% | $5,894+674.4% | $8,951+409.9% |