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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 | $160,040-53.9% | $147,096-49.9% | $145,877-49.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.95% | 98.49%-92.5pp | 419.75%-413.8pp | 551.28%-545.3pp |
| Employer contribution / active EE | $2,420 | $5,289-54.3% | $4,936-51.0% | $4,663-48.1% |
| Participant deferral / active EE | $3,968 | $8,429-52.9% | $8,071-50.8% | $6,691-40.7% |
| Admin fee / account holder | $6,083 | $15,050-59.6% | $13,005-53.2% | $13,402-54.6% |