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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 | $41,449 | $109,908-62.3% | $97,161-57.3% | $145,978-71.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 7.16% | 243.80%-236.6pp | 75.36%-68.2pp | 550.52%-543.4pp |
| Employer contribution / active EE | $2,417 | $3,077-21.5% | $2,723-11.3% | $4,662-48.2% |
| Participant deferral / active EE | $5,408 | $4,679+15.6% | $4,265+26.8% | $6,690-19.2% |
| Admin fee / account holder | $3,002 | $6,213-51.7% | $5,647-46.8% | $13,400-77.6% |