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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 | $38,642 | $198,457-80.5% | $170,435-77.3% | $147,586-73.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.89% | 257.30%-248.4pp | 205.94%-197.0pp | 578.59%-569.7pp |
| Employer contribution / active EE | $2,257 | $6,183-63.5% | $5,432-58.5% | $4,876-53.7% |
| Participant deferral / active EE | $2,524 | $5,629-55.2% | $4,939-48.9% | $5,439-53.6% |
| Admin fee / account holder | $16,846 | $16,8520% | $13,881+21.4% | $10,886+54.8% |