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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 | $73,713 | $160,070-53.9% | $147,117-49.9% | $145,897-49.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.95% | 98.69%-92.7pp | 420.54%-414.6pp | 552.29%-546.3pp |
| Employer contribution / active EE | $2,420 | $5,285-54.2% | $4,932-50.9% | $4,663-48.1% |
| Participant deferral / active EE | $3,968 | $8,419-52.9% | $8,065-50.8% | $6,689-40.7% |
| Admin fee / account holder | $6,083 | $15,035-59.5% | $12,993-53.2% | $13,390-54.6% |