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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 | $159,934-53.9% | $147,005-49.9% | $145,959-49.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.95% | 98.24%-92.3pp | 418.76%-412.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $2,420 | $5,287-54.2% | $4,934-51.0% | $4,661-48.1% |
| Participant deferral / active EE | $3,968 | $8,427-52.9% | $8,070-50.8% | $6,689-40.7% |
| Admin fee / account holder | $6,083 | $15,053-59.6% | $13,006-53.2% | $13,398-54.6% |