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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 | $80,554 | $111,535-27.8% | $105,223-23.4% | $137,256-41.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 10.56% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,470 | $3,939-62.7% | $3,689-60.1% | $4,156-64.6% |
| Participant deferral / active EE | $5,345 | $5,500-2.8% | $5,072+5.4% | $6,407-16.6% |
| Admin fee / account holder | $16,632 | $9,721+71.1% | $8,859+87.8% | $12,270+35.6% |