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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 | $202,345-59.6% | $172,755-52.7% | $152,885-46.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 5.15% | 1029.77%-1024.6pp | 802.94%-797.8pp | 345.39%-340.2pp |
| Employer contribution / active EE | $3,721 | $5,858-36.5% | $5,144-27.7% | $4,763-21.9% |
| Participant deferral / active EE | $3,145 | $5,948-47.1% | $5,198-39.5% | $5,851-46.2% |
| Admin fee / account holder | $8,251 | $17,111-51.8% | $13,955-40.9% | $11,598-28.9% |