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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 | $84,188 | $160,028-47.4% | $147,080-42.8% | $145,884-42.3% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 8.81% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.0pp |
| Employer contribution / active EE | $3,111 | $5,286-41.1% | $4,933-36.9% | $4,662-33.3% |
| Participant deferral / active EE | $8,764 | $8,422+4.1% | $8,066+8.7% | $6,690+31.0% |
| Admin fee / account holder | $13,136 | $15,030-12.6% | $12,989+1.1% | $13,392-1.9% |