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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 | $28,208 | $201,370-86.0% | $184,256-84.7% | $145,897-80.7% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 7.61% | 29.05%-21.4pp | 28.85%-21.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,757 | $7,024-60.7% | $6,427-57.1% | $4,663-40.9% |
| Participant deferral / active EE | $6,251 | $9,808-36.3% | $9,133-31.6% | $6,689-6.6% |
| Admin fee / account holder | $11,017 | $16,364-32.7% | $13,899-20.7% | $13,390-17.7% |