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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 | $90,033 | $211,239-57.4% | $178,528-49.6% | $145,877-38.3% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 6.24% | 30.22%-24.0pp | 27.11%-20.9pp | 551.28%-545.0pp |
| Employer contribution / active EE | $2,840 | $4,570-37.9% | $3,950-28.1% | $4,663-39.1% |
| Participant deferral / active EE | $5,826 | $6,963-16.3% | $6,278-7.2% | $6,691-12.9% |
| Admin fee / account holder | $2,475 | $12,095-79.5% | $10,419-76.2% | $13,402-81.5% |