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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 | $60,664 | $175,257-65.4% | $149,717-59.5% | $139,456-56.5% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 8.29% | 166.70%-158.4pp | 134.41%-126.1pp | 373.45%-365.2pp |
| Employer contribution / active EE | $1,784 | $5,477-67.4% | $4,820-63.0% | $4,753-62.5% |
| Participant deferral / active EE | $3,306 | $6,521-49.3% | $5,682-41.8% | $6,711-50.7% |
| Admin fee / account holder | $51,853 | $16,156+221.0% | $13,213+292.4% | $11,407+354.6% |