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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 | $160,040-63.3% | $147,096-60.1% | $145,877-59.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 7.77% | 98.49%-90.7pp | 419.75%-412.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $3,000 | $5,289-43.3% | $4,936-39.2% | $4,663-35.7% |
| Participant deferral / active EE | $2,702 | $8,429-67.9% | $8,071-66.5% | $6,691-59.6% |
| Admin fee / account holder | $431 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |