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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 | $30,609 | $183,539-83.3% | $155,556-80.3% | $145,897-79.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.55% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $3,113 | $5,315-41.4% | $4,675-33.4% | $4,663-33.2% |
| Participant deferral / active EE | $5,655 | $6,467-12.6% | $5,631+0.4% | $6,689-15.5% |
| Admin fee / account holder | $11,700 | $19,275-39.3% | $15,885-26.3% | $13,390-12.6% |