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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 | $108,912-42.4% | $100,383-37.5% | $145,959-57.0% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 7.23% | 57.96%-50.7pp | 49.26%-42.0pp | 561.95%-554.7pp |
| Employer contribution / active EE | $6,270 | $4,423+41.8% | $3,944+59.0% | $4,661+34.5% |
| Participant deferral / active EE | $10,658 | $8,451+26.1% | $8,086+31.8% | $6,689+59.3% |
| Admin fee / account holder | $714 | $9,690-92.6% | $7,900-91.0% | $13,398-94.7% |