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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 | $55,470+4.7% | $155,556-62.7% | $74,478-22.0% |
| Participation rate | 79.2% | 61.9%+17.3pp | 78.2%+0.9pp | 67.2%+11.9pp |
| Annual return | 11.04% | 269.80%-258.8pp | 64.84%-53.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $729 | $2,267-67.8% | $4,675-84.4% | $2,626-72.2% |
| Participant deferral / active EE | $2,036 | $2,838-28.3% | $5,631-63.8% | $4,350-53.2% |
| Admin fee / account holder | $2,235 | $1,744+28.1% | $15,885-85.9% | $1,946+14.9% |