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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 | $58,674 | $159,934-63.3% | $147,005-60.1% | $145,959-59.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 7.77% | 98.24%-90.5pp | 418.76%-411.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $3,000 | $5,287-43.3% | $4,934-39.2% | $4,661-35.6% |
| Participant deferral / active EE | $2,702 | $8,427-67.9% | $8,070-66.5% | $6,689-59.6% |
| Admin fee / account holder | $431 | $15,053-97.1% | $13,006-96.7% | $13,398-96.8% |