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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 | $68,774 | $209,425-67.2% | $178,499-61.5% | $158,966-56.7% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 5.18% | 188.80%-183.6pp | 151.10%-145.9pp | 302.95%-297.8pp |
| Employer contribution / active EE | $1,375 | $5,707-75.9% | $5,011-72.6% | $4,762-71.1% |
| Participant deferral / active EE | $3,709 | $5,955-37.7% | $5,202-28.7% | $5,983-38.0% |
| Admin fee / account holder | $1,858 | $17,078-89.1% | $13,986-86.7% | $11,250-83.5% |