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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 | $129,967 | $159,934-18.7% | $147,005-11.6% | $145,959-11.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 4.80% | 98.24%-93.4pp | 418.76%-414.0pp | 561.95%-557.1pp |
| Employer contribution / active EE | $2,047 | $5,287-61.3% | $4,934-58.5% | $4,661-56.1% |
| Participant deferral / active EE | $3,567 | $8,427-57.7% | $8,070-55.8% | $6,689-46.7% |
| Admin fee / account holder | $563 | $15,053-96.3% | $13,006-95.7% | $13,398-95.8% |