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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 | $58,855 | $209,888-72.0% | $189,545-68.9% | $167,553-64.9% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 7.47% | 748.66%-741.2pp | 555.36%-547.9pp | 478.89%-471.4pp |
| Employer contribution / active EE | $1,527 | $6,915-77.9% | $6,162-75.2% | $4,840-68.5% |
| Participant deferral / active EE | $5,358 | $8,934-40.0% | $8,220-34.8% | $6,343-15.5% |
| Admin fee / account holder | $6,917 | $14,300-51.6% | $12,049-42.6% | $12,316-43.8% |