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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 | $27,773 | $183,592-84.9% | $155,574-82.1% | $145,877-81.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.57% | 61.37%-52.8pp | 64.87%-56.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,026 | $5,317-61.9% | $4,676-56.7% | $4,663-56.5% |
| Participant deferral / active EE | $7,222 | $6,466+11.7% | $5,629+28.3% | $6,691+7.9% |
| Admin fee / account holder | $11,049 | $19,316-42.8% | $15,914-30.6% | $13,402-17.6% |