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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 | $103,388 | $104,953-1.5% | $84,637+22.2% | $152,909-32.4% |
| Participation rate | 87.0% | 74.8%+12.1pp | 68.2%+18.7pp | 82.5%+4.5pp |
| Annual return | 5.66% | 373.94%-368.3pp | 258.82%-253.2pp | 345.46%-339.8pp |
| Employer contribution / active EE | $1,586 | $3,304-52.0% | $2,653-40.2% | $4,764-66.7% |
| Participant deferral / active EE | $3,742 | $4,691-20.2% | $3,900-4.1% | $5,851-36.0% |
| Admin fee / account holder | $11,078 | $6,244+77.4% | $4,914+125.4% | $11,601-4.5% |