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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 | $50,121 | $217,432-76.9% | $185,849-73.0% | $167,536-70.1% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 8.45% | 148.42%-140.0pp | 122.10%-113.6pp | 478.82%-470.4pp |
| Employer contribution / active EE | $5,178 | $5,875-11.9% | $5,169+0.2% | $4,839+7.0% |
| Participant deferral / active EE | $3,873 | $6,357-39.1% | $5,569-30.5% | $6,342-38.9% |
| Admin fee / account holder | $723 | $19,818-96.3% | $16,244-95.5% | $12,315-94.1% |