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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 | $109,967-62.3% | $97,197-57.4% | $145,877-71.6% |
| Participation rate | 90.0% | 76.0%+14.0pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 7.16% | 244.27%-237.1pp | 75.47%-68.3pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,417 | $3,077-21.4% | $2,723-11.2% | $4,663-48.2% |
| Participant deferral / active EE | $5,408 | $4,676+15.6% | $4,263+26.8% | $6,691-19.2% |
| Admin fee / account holder | $3,002 | $6,199-51.6% | $5,637-46.8% | $13,402-77.6% |