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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 | $51,646 | $159,978-67.7% | $147,041-64.9% | $145,978-64.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.23% | 98.36%-89.1pp | 419.21%-410.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,054 | $5,288-80.1% | $4,935-78.6% | $4,662-77.4% |
| Participant deferral / active EE | $2,682 | $8,429-68.2% | $8,071-66.8% | $6,690-59.9% |
| Admin fee / account holder | $1,309 | $15,053-91.3% | $13,006-89.9% | $13,400-90.2% |