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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 | $50,680 | $81,664-37.9% | $70,476-28.1% | $158,966-68.1% |
| Participation rate | 78.9% | 77.7%+1.2pp | 75.1%+3.9pp | 82.0%-3.0pp |
| Annual return | 4.33% | 208.59%-204.3pp | 109.12%-104.8pp | 302.95%-298.6pp |
| Employer contribution / active EE | $2,862 | $3,219-11.1% | $2,738+4.5% | $4,762-39.9% |
| Participant deferral / active EE | $1,599 | $4,556-64.9% | $3,710-56.9% | $5,983-73.3% |
| Admin fee / account holder | $8,379 | $6,197+35.2% | $3,847+117.8% | $11,250-25.5% |