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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 | $32,814 | $160,040-79.5% | $147,096-77.7% | $145,877-77.5% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 8.46% | 98.49%-90.0pp | 419.75%-411.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,257 | $5,289-57.3% | $4,936-54.3% | $4,663-51.6% |
| Participant deferral / active EE | $3,907 | $8,429-53.7% | $8,071-51.6% | $6,691-41.6% |
| Admin fee / account holder | $1,537 | $15,050-89.8% | $13,005-88.2% | $13,402-88.5% |