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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 | $25,066 | $148,582-83.1% | $135,942-81.6% | $139,456-82.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.27% | 79.26%-69.0pp | 68.28%-58.0pp | 373.45%-363.2pp |
| Employer contribution / active EE | $1,955 | $5,245-62.7% | $4,858-59.8% | $4,753-58.9% |
| Participant deferral / active EE | $4,879 | $8,101-39.8% | $7,759-37.1% | $6,711-27.3% |
| Admin fee / account holder | $3,148 | $12,402-74.6% | $10,764-70.8% | $11,407-72.4% |