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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 | $26,691 | $108,897-75.5% | $100,378-73.4% | $145,877-81.7% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 4.71% | 58.17%-53.5pp | 49.41%-44.7pp | 551.28%-546.6pp |
| Employer contribution / active EE | $588 | $4,420-86.7% | $3,942-85.1% | $4,663-87.4% |
| Participant deferral / active EE | $9,809 | $8,455+16.0% | $8,087+21.3% | $6,691+46.6% |
| Admin fee / account holder | $4,278 | $9,690-55.9% | $7,899-45.8% | $13,402-68.1% |