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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 | $66,328 | $172,111-61.5% | $150,298-55.9% | $137,256-51.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 9.78% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,074 | $4,636-55.3% | $4,154-50.1% | $4,156-50.1% |
| Participant deferral / active EE | $2,376 | $6,166-61.5% | $5,453-56.4% | $6,407-62.9% |
| Admin fee / account holder | $3,979 | $16,471-75.8% | $14,116-71.8% | $12,270-67.6% |