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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 | $36,999 | $172,111-78.5% | $150,298-75.4% | $137,256-73.0% |
| Participation rate | 73.7% | 81.7%-8.0pp | 77.8%-4.1pp | 80.0%-6.3pp |
| Annual return | 6.88% | 69.37%-62.5pp | 62.79%-55.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,481 | $4,636-46.5% | $4,154-40.3% | $4,156-40.3% |
| Participant deferral / active EE | $5,001 | $6,166-18.9% | $5,453-8.3% | $6,407-21.9% |
| Admin fee / account holder | $62,480 | $16,471+279.3% | $14,116+342.6% | $12,270+409.2% |