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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 | $91,209 | $209,874-56.5% | $189,537-51.9% | $167,536-45.6% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.7pp |
| Annual return | 8.07% | 748.61%-740.5pp | 555.34%-547.3pp | 478.82%-470.7pp |
| Employer contribution / active EE | $2,250 | $6,913-67.5% | $6,161-63.5% | $4,839-53.5% |
| Participant deferral / active EE | $5,897 | $8,934-34.0% | $8,220-28.3% | $6,342-7.0% |
| Admin fee / account holder | $338 | $14,299-97.6% | $12,048-97.2% | $12,315-97.3% |