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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 | $37,425 | $102,422-63.5% | $147,117-74.6% | $80,959-53.8% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 10.39% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $3,259 | $3,717-12.3% | $4,932-33.9% | $2,757+18.2% |
| Participant deferral / active EE | $3,646 | $6,652-45.2% | $8,065-54.8% | $4,300-15.2% |
| Admin fee / account holder | $4,845 | $7,953-39.1% | $12,993-62.7% | $6,925-30.0% |