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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 | $52,234 | $50,554+3.3% | $67,681-22.8% | $87,485-40.3% |
| Participation rate | 77.3% | 67.7%+9.6pp | 73.7%+3.5pp | 68.9%+8.3pp |
| Annual return | 10.21% | 17.81%-7.6pp | 590.58%-580.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $3,976 | $1,988+100.0% | $2,678+48.5% | $2,596+53.2% |
| Participant deferral / active EE | $5,772 | $2,961+94.9% | $3,976+45.2% | $4,274+35.1% |
| Admin fee / account holder | $3,761 | $4,132-9.0% | $6,100-38.3% | $7,775-51.6% |