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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 | $58,075 | $55,446+4.7% | $155,574-62.7% | $74,429-22.0% |
| Participation rate | 79.2% | 61.9%+17.3pp | 78.2%+1.0pp | 67.2%+12.0pp |
| Annual return | 11.04% | 269.20%-258.2pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $729 | $2,266-67.8% | $4,676-84.4% | $2,625-72.2% |
| Participant deferral / active EE | $2,036 | $2,836-28.2% | $5,629-63.8% | $4,348-53.2% |
| Admin fee / account holder | $2,235 | $1,743+28.2% | $15,914-86.0% | $1,944+14.9% |