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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 | $62,780 | $108,897-42.3% | $100,378-37.5% | $145,877-57.0% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 7.23% | 58.17%-50.9pp | 49.41%-42.2pp | 551.28%-544.1pp |
| Employer contribution / active EE | $6,270 | $4,420+41.8% | $3,942+59.1% | $4,663+34.5% |
| Participant deferral / active EE | $10,658 | $8,455+26.1% | $8,087+31.8% | $6,691+59.3% |
| Admin fee / account holder | $714 | $9,690-92.6% | $7,899-91.0% | $13,402-94.7% |