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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 | $54,098 | $51,638+4.8% | $68,368-20.9% | $82,448-34.4% |
| Participation rate | 80.4% | 63.6%+16.8pp | 73.8%+6.7pp | 68.1%+12.4pp |
| Annual return | 11.30% | 37.53%-26.2pp | 292.57%-281.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $4,178 | $2,047+104.2% | $2,649+57.7% | $2,551+63.8% |
| Participant deferral / active EE | $4,679 | $2,914+60.6% | $4,123+13.5% | $4,139+13.0% |
| Admin fee / account holder | $55,678 | $4,643+1099.1% | $5,150+981.2% | $7,234+669.6% |