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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 | $63,292 | $105,198-39.8% | $159,455-60.3% | $85,856-26.3% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.8%-7.4pp | 69.3%+6.2pp |
| Annual return | 9.28% | 45.08%-35.8pp | 263.63%-254.3pp | 318.58%-309.3pp |
| Employer contribution / active EE | $1,395 | $3,319-58.0% | $4,830-71.1% | $2,565-45.6% |
| Participant deferral / active EE | $11,776 | $5,946+98.1% | $7,353+60.2% | $3,952+198.0% |
| Admin fee / account holder | $4,611 | $6,934-33.5% | $10,800-57.3% | $6,261-26.4% |