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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 | $26,121 | $115,917-77.5% | $100,535-74.0% | $158,982-83.6% |
| Participation rate | 95.2% | 81.6%+13.6pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 7.01% | 34.80%-27.8pp | 30.90%-23.9pp | 302.99%-296.0pp |
| Employer contribution / active EE | $6,196 | $4,105+50.9% | $3,419+81.2% | $4,763+30.1% |
| Participant deferral / active EE | $4,017 | $6,677-39.8% | $6,271-35.9% | $5,983-32.9% |
| Admin fee / account holder | $8,027 | $11,002-27.0% | $8,085-0.7% | $11,252-28.7% |