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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 | $36,204 | $183,592-80.3% | $155,574-76.7% | $145,877-75.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 5.56% | 61.37%-55.8pp | 64.87%-59.3pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,856 | $5,317-65.1% | $4,676-60.3% | $4,663-60.2% |
| Participant deferral / active EE | $3,893 | $6,466-39.8% | $5,629-30.8% | $6,691-41.8% |
| Admin fee / account holder | $1,893 | $19,316-90.2% | $15,914-88.1% | $13,402-85.9% |