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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 | $33,820 | $103,038-67.2% | $90,324-62.6% | $152,909-77.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.5%+10.4pp |
| Annual return | 6.60% | 95.25%-88.7pp | 78.15%-71.6pp | 345.46%-338.9pp |
| Employer contribution / active EE | $1,901 | $3,141-39.5% | $2,856-33.4% | $4,764-60.1% |
| Participant deferral / active EE | $3,952 | $4,282-7.7% | $3,885+1.7% | $5,851-32.5% |
| Admin fee / account holder | $5,817 | $6,177-5.8% | $5,356+8.6% | $11,601-49.9% |