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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 | $39,551 | $160,070-75.3% | $147,117-73.1% | $145,897-72.9% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 9.35% | 98.69%-89.3pp | 420.54%-411.2pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,882 | $5,285-45.5% | $4,932-41.6% | $4,663-38.2% |
| Participant deferral / active EE | $3,284 | $8,419-61.0% | $8,065-59.3% | $6,689-50.9% |
| Admin fee / account holder | $363 | $15,035-97.6% | $12,993-97.2% | $13,390-97.3% |