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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 | $50,590 | $102,385-50.6% | $147,080-65.6% | $80,935-37.5% |
| Participation rate | 78.8% | 75.9%+2.9pp | 82.2%-3.4pp | 67.7%+11.1pp |
| Annual return | 10.94% | 135.09%-124.2pp | 420.17%-409.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $4,489 | $3,717+20.8% | $4,933-9.0% | $2,757+62.8% |
| Participant deferral / active EE | $7,826 | $6,651+17.7% | $8,066-3.0% | $4,299+82.0% |
| Admin fee / account holder | $5,498 | $7,951-30.9% | $12,989-57.7% | $6,924-20.6% |