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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 | $88,330 | $202,342-56.3% | $172,752-48.9% | $152,897-42.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 0.94% | 1029.83%-1028.9pp | 802.97%-802.0pp | 345.43%-344.5pp |
| Employer contribution / active EE | $2,782 | $5,858-52.5% | $5,144-45.9% | $4,764-41.6% |
| Participant deferral / active EE | $8,542 | $5,948+43.6% | $5,198+64.3% | $5,851+46.0% |
| Admin fee / account holder | $13,005 | $17,111-24.0% | $13,955-6.8% | $11,599+12.1% |