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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 | $29,962 | $96,678-69.0% | $86,640-65.4% | $139,466-78.5% |
| Participation rate | 78.9% | 74.4%+4.5pp | 71.7%+7.2pp | 80.3%-1.4pp |
| Annual return | 9.78% | 106.69%-96.9pp | 592.52%-582.7pp | 373.66%-363.9pp |
| Employer contribution / active EE | $3,434 | $3,265+5.2% | $3,024+13.5% | $4,754-27.8% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,594 | $6,410-75.1% | $5,616-71.6% | $11,409-86.0% |