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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 | $81,697 | $202,342-59.6% | $172,752-52.7% | $152,897-46.6% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 11.67% | 1029.83%-1018.2pp | 802.97%-791.3pp | 345.43%-333.8pp |
| Employer contribution / active EE | $4,644 | $5,858-20.7% | $5,144-9.7% | $4,764-2.5% |
| Participant deferral / active EE | $5,917 | $5,948-0.5% | $5,198+13.8% | $5,851+1.1% |
| Admin fee / account holder | $1,248 | $17,111-92.7% | $13,955-91.1% | $11,599-89.2% |