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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 | $55,841 | $107,944-48.3% | $91,994-39.3% | $152,885-63.5% |
| Participation rate | 70.6% | 81.2%-10.6pp | 78.6%-8.0pp | 82.5%-11.9pp |
| Annual return | 7.81% | 89.26%-81.5pp | 69.03%-61.2pp | 345.39%-337.6pp |
| Employer contribution / active EE | $2,793 | $4,210-33.7% | $3,452-19.1% | $4,763-41.4% |
| Participant deferral / active EE | $7,357 | $6,365+15.6% | $5,923+24.2% | $5,851+25.7% |
| Admin fee / account holder | $3,647 | $10,521-65.3% | $7,743-52.9% | $11,598-68.6% |