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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 | $51,480 | $157,296-67.3% | $141,191-63.5% | $152,897-66.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 13.78% | 64.34%-50.6pp | 71.41%-57.6pp | 345.43%-331.7pp |
| Employer contribution / active EE | $1,474 | $5,262-72.0% | $4,736-68.9% | $4,764-69.1% |
| Participant deferral / active EE | $2,747 | $7,111-61.4% | $6,710-59.1% | $5,851-53.1% |
| Admin fee / account holder | $20,667 | $12,125+70.5% | $10,264+101.4% | $11,599+78.2% |