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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 | $66,422 | $108,922-39.0% | $100,398-33.8% | $145,978-54.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.27% | 58.04%-48.8pp | 49.32%-40.0pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,766 | $4,426-60.1% | $3,946-55.2% | $4,662-62.1% |
| Participant deferral / active EE | $5,961 | $8,450-29.5% | $8,084-26.3% | $6,690-10.9% |
| Admin fee / account holder | $10,640 | $9,680+9.9% | $7,893+34.8% | $13,400-20.6% |