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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 | $93,762 | $96,691-3.0% | $86,656+8.2% | $139,487-32.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 9.17% | 106.87%-97.7pp | 593.09%-583.9pp | 373.84%-364.7pp |
| Employer contribution / active EE | $1,991 | $3,267-39.1% | $3,025-34.2% | $4,755-58.1% |
| Participant deferral / active EE | $3,077 | $4,838-36.4% | $4,439-30.7% | $6,713-54.2% |
| Admin fee / account holder | $8,184 | $6,414+27.6% | $5,619+45.7% | $11,407-28.3% |