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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 | $41,598 | $217,432-80.9% | $185,849-77.6% | $167,536-75.2% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 8.37% | 148.42%-140.0pp | 122.10%-113.7pp | 478.82%-470.4pp |
| Employer contribution / active EE | $1,848 | $5,875-68.5% | $5,169-64.2% | $4,839-61.8% |
| Participant deferral / active EE | $5,941 | $6,357-6.6% | $5,569+6.7% | $6,342-6.3% |
| Admin fee / account holder | $26,221 | $19,818+32.3% | $16,244+61.4% | $12,315+112.9% |