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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 | $25,244 | $183,592-86.2% | $155,567-83.8% | $145,959-82.7% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 7.14% | 61.24%-54.1pp | 64.74%-57.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $5,867 | $5,315+10.4% | $4,674+25.5% | $4,661+25.9% |
| Participant deferral / active EE | $3,688 | $6,464-43.0% | $5,628-34.5% | $6,689-44.9% |
| Admin fee / account holder | $5,276 | $19,318-72.7% | $15,916-66.9% | $13,398-60.6% |