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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 | $55,016 | $209,428-73.7% | $178,498-69.2% | $158,950-65.4% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 3.94% | 188.78%-184.8pp | 151.09%-147.2pp | 302.91%-299.0pp |
| Employer contribution / active EE | $2,324 | $5,707-59.3% | $5,011-53.6% | $4,762-51.2% |
| Participant deferral / active EE | $4,159 | $5,955-30.2% | $5,202-20.0% | $5,983-30.5% |
| Admin fee / account holder | $3,452 | $17,077-79.8% | $13,985-75.3% | $11,248-69.3% |