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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 | $105,515 | $201,372-47.6% | $184,260-42.7% | $145,884-27.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 7.96% | 29.04%-21.1pp | 28.84%-20.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,652 | $7,024-76.5% | $6,427-74.3% | $4,662-64.6% |
| Participant deferral / active EE | $3,812 | $9,808-61.1% | $9,133-58.3% | $6,690-43.0% |
| Admin fee / account holder | $33,791 | $16,362+106.5% | $13,898+143.1% | $13,392+152.3% |