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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 | $38,108 | $175,259-78.3% | $149,723-74.5% | $139,487-72.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 9.85% | 166.82%-157.0pp | 134.50%-124.6pp | 373.84%-364.0pp |
| Employer contribution / active EE | $2,399 | $5,478-56.2% | $4,821-50.2% | $4,755-49.5% |
| Participant deferral / active EE | $6,472 | $6,522-0.8% | $5,682+13.9% | $6,713-3.6% |
| Admin fee / account holder | $10,414 | $16,158-35.6% | $13,215-21.2% | $11,407-8.7% |