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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 | $75,743 | $110,410-31.4% | $102,437-26.1% | $145,897-48.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 8.25% | 24.85%-16.6pp | 24.95%-16.7pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,861 | $4,217-32.2% | $3,871-26.1% | $4,663-38.6% |
| Participant deferral / active EE | $7,898 | $5,622+40.5% | $5,060+56.1% | $6,689+18.1% |
| Admin fee / account holder | $1,058 | $9,745-89.1% | $8,388-87.4% | $13,390-92.1% |