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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 | $49,826 | $159,934-68.8% | $147,005-66.1% | $145,959-65.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.61% | 98.24%-89.6pp | 418.76%-410.2pp | 561.95%-553.3pp |
| Employer contribution / active EE | $2,386 | $5,287-54.9% | $4,934-51.7% | $4,661-48.8% |
| Participant deferral / active EE | $4,646 | $8,427-44.9% | $8,070-42.4% | $6,689-30.5% |
| Admin fee / account holder | $2,809 | $15,053-81.3% | $13,006-78.4% | $13,398-79.0% |