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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 | $44,680 | $105,195-57.5% | $159,450-72.0% | $85,854-48.0% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 11.12% | 45.08%-34.0pp | 263.60%-252.5pp | 318.56%-307.4pp |
| Employer contribution / active EE | $2,893 | $3,319-12.8% | $4,830-40.1% | $2,565+12.8% |
| Participant deferral / active EE | $4,607 | $5,946-22.5% | $7,352-37.3% | $3,952+16.6% |
| Admin fee / account holder | $655 | $6,934-90.5% | $10,800-93.9% | $6,260-89.5% |