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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 | $27,364 | $159,978-82.9% | $147,041-81.4% | $145,978-81.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.84% | 98.36%-90.5pp | 419.21%-411.4pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,829 | $5,288-65.4% | $4,935-62.9% | $4,662-60.8% |
| Participant deferral / active EE | $3,855 | $8,429-54.3% | $8,071-52.2% | $6,690-42.4% |
| Admin fee / account holder | $23,276 | $15,053+54.6% | $13,006+79.0% | $13,400+73.7% |