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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 | $56,947 | $166,242-65.7% | $165,071-65.5% | $145,884-61.0% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 6.78% | 100.44%-93.7pp | 70.17%-63.4pp | 551.85%-545.1pp |
| Employer contribution / active EE | $3,543 | $5,283-32.9% | $4,347-18.5% | $4,662-24.0% |
| Participant deferral / active EE | $5,610 | $6,964-19.4% | $6,035-7.0% | $6,690-16.1% |
| Admin fee / account holder | $56,054 | $16,658+236.5% | $12,695+341.5% | $13,392+318.6% |