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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 | $51,624 | $111,785-53.8% | $93,669-44.9% | $145,877-64.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 7.72% | 203.79%-196.1pp | 133.59%-125.9pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,444 | $3,096-21.1% | $2,424+0.8% | $4,663-47.6% |
| Participant deferral / active EE | $5,335 | $4,919+8.5% | $4,416+20.8% | $6,691-20.3% |
| Admin fee / account holder | $1,558 | $10,256-84.8% | $8,291-81.2% | $13,402-88.4% |