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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 | $160,028-82.9% | $147,080-81.4% | $145,884-81.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.84% | 98.60%-90.8pp | 420.17%-412.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,829 | $5,286-65.4% | $4,933-62.9% | $4,662-60.8% |
| Participant deferral / active EE | $3,855 | $8,422-54.2% | $8,066-52.2% | $6,690-42.4% |
| Admin fee / account holder | $23,276 | $15,030+54.9% | $12,989+79.2% | $13,392+73.8% |