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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 | $38,768 | $90,397-57.1% | $76,002-49.0% | $145,959-73.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 8.16% | 621.97%-613.8pp | 360.07%-351.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,773 | $3,317-46.6% | $2,688-34.1% | $4,661-62.0% |
| Participant deferral / active EE | $2,006 | $5,163-61.2% | $4,257-52.9% | $6,689-70.0% |
| Admin fee / account holder | $3,871 | $8,369-53.8% | $6,414-39.6% | $13,398-71.1% |