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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 | $83,830 | $176,105-52.4% | $159,474-47.4% | $167,536-50.0% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 8.45% | 331.91%-323.5pp | 263.68%-255.2pp | 478.82%-470.4pp |
| Employer contribution / active EE | $7,720 | $5,299+45.7% | $4,831+59.8% | $4,839+59.5% |
| Participant deferral / active EE | $4,839 | $7,751-37.6% | $7,353-34.2% | $6,342-23.7% |
| Admin fee / account holder | $1,322 | $12,559-89.5% | $10,802-87.8% | $12,315-89.3% |