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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 | $65,129 | $183,539-64.5% | $155,556-58.1% | $145,897-55.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.51% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,999 | $5,315-43.6% | $4,675-35.9% | $4,663-35.7% |
| Participant deferral / active EE | $10,669 | $6,467+65.0% | $5,631+89.5% | $6,689+59.5% |
| Admin fee / account holder | $1,342 | $19,275-93.0% | $15,885-91.6% | $13,390-90.0% |