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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 | $150,207-73.8% | $120,380-67.3% | $145,978-73.0% |
| Participation rate | 95.7% | 78.8%+16.9pp | 71.9%+23.7pp | 80.3%+15.4pp |
| Annual return | 8.14% | 154.28%-146.1pp | 107.28%-99.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $2,287 | $4,351-47.4% | $3,465-34.0% | $4,662-50.9% |
| Participant deferral / active EE | $3,171 | $6,175-48.6% | $4,992-36.5% | $6,690-52.6% |
| Admin fee / account holder | $5,145 | $12,203-57.8% | $9,421-45.4% | $13,400-61.6% |