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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 | $88,208 | $172,111-48.7% | $150,298-41.3% | $137,256-35.7% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 11.27% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,047 | $4,636-77.4% | $4,154-74.8% | $4,156-74.8% |
| Participant deferral / active EE | $2,134 | $6,166-65.4% | $5,453-60.9% | $6,407-66.7% |
| Admin fee / account holder | $509 | $16,471-96.9% | $14,116-96.4% | $12,270-95.9% |