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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 | $35,243 | $183,592-80.8% | $155,574-77.3% | $145,877-75.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.12% | 61.37%-53.3pp | 64.87%-56.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,668 | $5,317-49.8% | $4,676-42.9% | $4,663-42.8% |
| Participant deferral / active EE | $9,443 | $6,466+46.0% | $5,629+67.7% | $6,691+41.1% |
| Admin fee / account holder | $19,353 | $19,316+0.2% | $15,914+21.6% | $13,402+44.4% |