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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 | $91,115 | $172,111-47.1% | $150,298-39.4% | $137,256-33.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 6.78% | 69.37%-62.6pp | 62.79%-56.0pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,521 | $4,636-67.2% | $4,154-63.4% | $4,156-63.4% |
| Participant deferral / active EE | $6,456 | $6,166+4.7% | $5,453+18.4% | $6,407+0.8% |
| Admin fee / account holder | $50,697 | $16,471+207.8% | $14,116+259.2% | $12,270+313.2% |