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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 | $81,781 | $202,342-59.6% | $172,753-52.7% | $152,909-46.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 5.15% | 1029.88%-1024.7pp | 803.00%-797.9pp | 345.46%-340.3pp |
| Employer contribution / active EE | $3,721 | $5,857-36.5% | $5,144-27.7% | $4,764-21.9% |
| Participant deferral / active EE | $3,145 | $5,948-47.1% | $5,198-39.5% | $5,851-46.2% |
| Admin fee / account holder | $8,251 | $17,112-51.8% | $13,956-40.9% | $11,601-28.9% |