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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 | $40,790 | $183,592-77.8% | $155,574-73.8% | $145,877-72.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 7.85% | 61.37%-53.5pp | 64.87%-57.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $2,715 | $5,317-48.9% | $4,676-41.9% | $4,663-41.8% |
| Participant deferral / active EE | $6,933 | $6,466+7.2% | $5,629+23.2% | $6,691+3.6% |
| Admin fee / account holder | $8,420 | $19,316-56.4% | $15,914-47.1% | $13,402-37.2% |