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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 | $30,035 | $160,040-81.2% | $147,096-79.6% | $145,877-79.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.93% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,367 | $5,289-74.2% | $4,936-72.3% | $4,663-70.7% |
| Participant deferral / active EE | $2,621 | $8,429-68.9% | $8,071-67.5% | $6,691-60.8% |
| Admin fee / account holder | $2,185 | $15,050-85.5% | $13,005-83.2% | $13,402-83.7% |