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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 | $58,220 | $148,629-60.8% | $135,982-57.2% | $139,487-58.3% |
| Participation rate | 84.6% | 83.9%+0.7pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 11.02% | 79.33%-68.3pp | 68.32%-57.3pp | 373.84%-362.8pp |
| Employer contribution / active EE | $2,424 | $5,247-53.8% | $4,859-50.1% | $4,755-49.0% |
| Participant deferral / active EE | $5,669 | $8,102-30.0% | $7,760-27.0% | $6,713-15.6% |
| Admin fee / account holder | $49,757 | $12,406+301.1% | $10,767+362.1% | $11,407+336.2% |