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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 | $64,146 | $103,038-37.7% | $90,324-29.0% | $152,909-58.0% |
| Participation rate | 77.3% | 75.9%+1.4pp | 73.3%+4.0pp | 82.5%-5.2pp |
| Annual return | 7.88% | 95.25%-87.4pp | 78.15%-70.3pp | 345.46%-337.6pp |
| Employer contribution / active EE | $2,528 | $3,141-19.5% | $2,856-11.5% | $4,764-46.9% |
| Participant deferral / active EE | $4,853 | $4,282+13.3% | $3,885+24.9% | $5,851-17.1% |
| Admin fee / account holder | $4,566 | $6,177-26.1% | $5,356-14.7% | $11,601-60.6% |