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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 | $22,505 | $125,237-82.0% | $105,608-78.7% | $145,877-84.6% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 7.65% | 225.76%-218.1pp | 116.50%-108.8pp | 551.28%-543.6pp |
| Employer contribution / active EE | $791 | $3,720-78.7% | $3,167-75.0% | $4,663-83.0% |
| Participant deferral / active EE | $3,933 | $5,711-31.1% | $5,010-21.5% | $6,691-41.2% |
| Admin fee / account holder | $21,223 | $17,287+22.8% | $11,028+92.4% | $13,402+58.4% |