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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 | $51,697 | $98,463-47.5% | $119,258-56.7% | $85,847-39.8% |
| Participation rate | 73.3% | 77.6%-4.3pp | 82.7%-9.4pp | 69.3%+4.0pp |
| Annual return | 10.35% | 38.53%-28.2pp | 30.69%-20.3pp | 318.61%-308.3pp |
| Employer contribution / active EE | $1,841 | $3,698-50.2% | $4,384-58.0% | $2,565-28.2% |
| Participant deferral / active EE | $3,103 | $4,942-37.2% | $6,111-49.2% | $3,952-21.5% |
| Admin fee / account holder | $11,217 | $7,493+49.7% | $7,226+55.2% | $6,261+79.2% |