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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 | $60,744 | $115,814-47.6% | $101,275-40.0% | $158,982-61.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 5.38% | 56.16%-50.8pp | 46.48%-41.1pp | 302.99%-297.6pp |
| Employer contribution / active EE | $2,702 | $4,176-35.3% | $3,660-26.2% | $4,763-43.3% |
| Participant deferral / active EE | $13,650 | $4,958+175.3% | $4,371+212.3% | $5,983+128.1% |
| Admin fee / account holder | $58,752 | $7,249+710.5% | $5,948+887.8% | $11,252+422.2% |