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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 | $31,053 | $160,040-80.6% | $147,096-78.9% | $145,877-78.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 3.97% | 98.49%-94.5pp | 419.75%-415.8pp | 551.28%-547.3pp |
| Employer contribution / active EE | $4,465 | $5,289-15.6% | $4,936-9.5% | $4,663-4.2% |
| Participant deferral / active EE | $5,454 | $8,429-35.3% | $8,071-32.4% | $6,691-18.5% |
| Admin fee / account holder | $2,218 | $15,050-85.3% | $13,005-82.9% | $13,402-83.5% |