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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 | $50,153 | $81,696-38.6% | $70,494-28.9% | $158,982-68.5% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 3.27% | 208.70%-205.4pp | 109.16%-105.9pp | 302.99%-299.7pp |
| Employer contribution / active EE | $4,684 | $3,220+45.5% | $2,738+71.1% | $4,763-1.7% |
| Participant deferral / active EE | $1,957 | $4,558-57.1% | $3,711-47.3% | $5,983-67.3% |
| Admin fee / account holder | $4,207 | $6,200-32.1% | $3,848+9.3% | $11,252-62.6% |