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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 | $23,220 | $183,627-87.4% | $155,602-85.1% | $145,978-84.1% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 4.90% | 61.32%-56.4pp | 64.81%-59.9pp | 550.52%-545.6pp |
| Employer contribution / active EE | $3,536 | $5,316-33.5% | $4,675-24.4% | $4,662-24.1% |
| Participant deferral / active EE | $3,249 | $6,466-49.7% | $5,629-42.3% | $6,690-51.4% |
| Admin fee / account holder | $5,042 | $19,327-73.9% | $15,923-68.3% | $13,400-62.4% |