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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 | $77,985 | $105,198-25.9% | $159,455-51.1% | $85,856-9.2% |
| Participation rate | 82.3% | 75.8%+6.5pp | 82.8%-0.6pp | 69.3%+12.9pp |
| Annual return | 12.40% | 45.08%-32.7pp | 263.63%-251.2pp | 318.58%-306.2pp |
| Employer contribution / active EE | $871 | $3,319-73.8% | $4,830-82.0% | $2,565-66.0% |
| Participant deferral / active EE | $3,008 | $5,946-49.4% | $7,353-59.1% | $3,952-23.9% |
| Admin fee / account holder | $937 | $6,934-86.5% | $10,800-91.3% | $6,261-85.0% |