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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 | $62,746 | $157,304-60.1% | $141,197-55.6% | $152,909-59.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 13.81% | 64.34%-50.5pp | 71.41%-57.6pp | 345.46%-331.7pp |
| Employer contribution / active EE | $2,050 | $5,263-61.0% | $4,736-56.7% | $4,764-57.0% |
| Participant deferral / active EE | $5,052 | $7,111-29.0% | $6,710-24.7% | $5,851-13.7% |
| Admin fee / account holder | $1,872 | $12,126-84.6% | $10,265-81.8% | $11,601-83.9% |