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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 | $33,462 | $105,200-68.2% | $159,474-79.0% | $85,847-61.0% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.8%-1.6pp | 69.3%+11.9pp |
| Annual return | 12.38% | 45.08%-32.7pp | 263.68%-251.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $8,333 | $3,319+151.1% | $4,831+72.5% | $2,565+224.8% |
| Participant deferral / active EE | $3,527 | $5,946-40.7% | $7,353-52.0% | $3,952-10.8% |
| Admin fee / account holder | $1,574 | $6,934-77.3% | $10,802-85.4% | $6,261-74.9% |