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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 | $81,338 | $88,702-8.3% | $81,780-0.5% | $145,978-44.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 6.19% | 1029.12%-1022.9pp | 776.27%-770.1pp | 550.52%-544.3pp |
| Employer contribution / active EE | $2,480 | $3,084-19.6% | $2,914-14.9% | $4,662-46.8% |
| Participant deferral / active EE | $9,051 | $4,645+94.9% | $4,321+109.5% | $6,690+35.3% |
| Admin fee / account holder | $22,916 | $8,414+172.3% | $7,384+210.4% | $13,400+71.0% |