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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 | $73,835 | $160,040-53.9% | $147,096-49.8% | $145,877-49.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 8.92% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $6,157 | $5,289+16.4% | $4,936+24.7% | $4,663+32.0% |
| Participant deferral / active EE | $4,169 | $8,429-50.5% | $8,071-48.3% | $6,691-37.7% |
| Admin fee / account holder | $1,472 | $15,050-90.2% | $13,005-88.7% | $13,402-89.0% |