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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 | $49,951 | $110,379-54.7% | $102,412-51.2% | $145,884-65.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 7.27% | 24.84%-17.6pp | 24.94%-17.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $2,491 | $4,216-40.9% | $3,870-35.6% | $4,662-46.6% |
| Participant deferral / active EE | $16,550 | $5,622+194.4% | $5,060+227.1% | $6,690+147.4% |
| Admin fee / account holder | $359 | $9,745-96.3% | $8,388-95.7% | $13,392-97.3% |