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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 | $38,811 | $209,428-81.5% | $178,498-78.3% | $158,950-75.6% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 2.28% | 188.78%-186.5pp | 151.09%-148.8pp | 302.91%-300.6pp |
| Employer contribution / active EE | $2,582 | $5,707-54.8% | $5,011-48.5% | $4,762-45.8% |
| Participant deferral / active EE | $4,895 | $5,955-17.8% | $5,202-5.9% | $5,983-18.2% |
| Admin fee / account holder | $27,559 | $17,077+61.4% | $13,985+97.1% | $11,248+145.0% |