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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 | $50,631 | $100,970-49.9% | $96,576-47.6% | $137,256-63.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 8.56% | 38.16%-29.6pp | 38.47%-29.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,671 | $3,809-3.6% | $3,553+3.3% | $4,156-11.7% |
| Participant deferral / active EE | $6,401 | $8,286-22.8% | $7,956-19.6% | $6,407-0.1% |
| Admin fee / account holder | $57,831 | $11,312+411.2% | $11,381+408.1% | $12,270+371.3% |