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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 | $213,379 | $70,121+204.3% | $63,803+234.4% | $138,895+53.6% |
| Participation rate | 77.8% | 77.2%+0.6pp | 72.7%+5.1pp | 79.9%-2.1pp |
| Annual return | 8.83% | 946.48%-937.6pp | 543.72%-534.9pp | 145.39%-136.6pp |
| Employer contribution / active EE | $5,279 | $2,882+83.2% | $2,532+108.5% | $4,194+25.9% |
| Participant deferral / active EE | $4,363 | $4,535-3.8% | $3,843+13.5% | $6,396-31.8% |
| Admin fee / account holder | $1,901 | $6,738-71.8% | $5,196-63.4% | $12,562-84.9% |