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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 | $55,251 | $85,766-35.6% | $136,298-59.5% | $70,126-21.2% |
| Participation rate | 74.5% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 12.29% | 31.46%-19.2pp | 5156.27%-5144.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,779 | $2,966-40.0% | $4,696-62.1% | $2,343-24.1% |
| Participant deferral / active EE | $5,590 | $5,051+10.7% | $6,247-10.5% | $3,332+67.8% |
| Admin fee / account holder | $7,262 | $5,421+34.0% | $9,244-21.4% | $4,645+56.3% |