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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 | $32,346 | $108,942-70.3% | $100,415-67.8% | $145,897-77.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 3.70% | 58.27%-54.6pp | 49.47%-45.8pp | 552.29%-548.6pp |
| Employer contribution / active EE | $3,221 | $4,422-27.2% | $3,943-18.3% | $4,663-30.9% |
| Participant deferral / active EE | $8,339 | $8,461-1.4% | $8,091+3.1% | $6,689+24.7% |
| Admin fee / account holder | $53,090 | $9,702+447.2% | $7,906+571.5% | $13,390+296.5% |