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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 | $42,937 | $185,905-76.9% | $170,057-74.8% | $139,487-69.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 10.83% | 60.56%-49.7pp | 53.42%-42.6pp | 373.84%-363.0pp |
| Employer contribution / active EE | $4,596 | $7,597-39.5% | $6,790-32.3% | $4,755-3.3% |
| Participant deferral / active EE | $6,079 | $11,627-47.7% | $10,411-41.6% | $6,713-9.4% |
| Admin fee / account holder | $1,182 | $15,397-92.3% | $12,826-90.8% | $11,407-89.6% |