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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 | $40,553 | $185,883-78.2% | $170,043-76.2% | $139,466-70.9% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 4.32% | 60.54%-56.2pp | 53.40%-49.1pp | 373.66%-369.3pp |
| Employer contribution / active EE | $2,909 | $7,596-61.7% | $6,790-57.2% | $4,754-38.8% |
| Participant deferral / active EE | $3,525 | $11,626-69.7% | $10,410-66.1% | $6,712-47.5% |
| Admin fee / account holder | $4,504 | $15,393-70.7% | $12,824-64.9% | $11,409-60.5% |