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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 | $55,315 | $211,224-73.8% | $178,505-69.0% | $145,897-62.1% |
| Participation rate | 87.0% | 80.8%+6.1pp | 77.1%+9.8pp | 80.3%+6.7pp |
| Annual return | 7.61% | 30.28%-22.7pp | 27.16%-19.5pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,050 | $4,577-55.2% | $3,955-48.2% | $4,663-56.0% |
| Participant deferral / active EE | $3,058 | $6,966-56.1% | $6,280-51.3% | $6,689-54.3% |
| Admin fee / account holder | $77,631 | $12,109+541.1% | $10,428+644.5% | $13,390+479.8% |