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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 | $20,064 | $162,529-87.7% | $130,788-84.7% | $154,746-87.0% |
| Participation rate | 71.4% | 75.9%-4.4pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 2.96% | 510.48%-507.5pp | 386.44%-383.5pp | 172.34%-169.4pp |
| Employer contribution / active EE | $4,181 | $4,447-6.0% | $3,558+17.5% | $4,379-4.5% |
| Participant deferral / active EE | $2,505 | $4,808-47.9% | $4,137-39.5% | $6,730-62.8% |
| Admin fee / account holder | $35,988 | $7,669+369.3% | $6,673+439.3% | $14,365+150.5% |