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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 | $39,352 | $150,412-73.8% | $120,574-67.4% | $145,884-73.0% |
| Participation rate | 95.7% | 78.8%+16.9pp | 71.9%+23.7pp | 80.3%+15.3pp |
| Annual return | 8.14% | 154.50%-146.4pp | 107.42%-99.3pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,287 | $4,355-47.5% | $3,471-34.1% | $4,662-50.9% |
| Participant deferral / active EE | $3,171 | $6,175-48.6% | $4,996-36.5% | $6,690-52.6% |
| Admin fee / account holder | $5,145 | $12,224-57.9% | $9,445-45.5% | $13,392-61.6% |