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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 | $48,364 | $105,145-54.0% | $94,664-48.9% | $139,466-65.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 8.07% | 38.09%-30.0pp | 156.84%-148.8pp | 373.66%-365.6pp |
| Employer contribution / active EE | $2,308 | $4,107-43.8% | $3,673-37.2% | $4,754-51.4% |
| Participant deferral / active EE | $5,552 | $7,599-26.9% | $7,417-25.1% | $6,712-17.3% |
| Admin fee / account holder | $6,819 | $8,972-24.0% | $7,222-5.6% | $11,409-40.2% |