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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 | $95,352 | $111,814-14.7% | $103,374-7.8% | $145,959-34.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 6.12% | 24.77%-18.6pp | 24.89%-18.8pp | 561.95%-555.8pp |
| Employer contribution / active EE | $889 | $4,214-78.9% | $3,869-77.0% | $4,661-80.9% |
| Participant deferral / active EE | $2,029 | $5,618-63.9% | $5,058-59.9% | $6,689-69.7% |
| Admin fee / account holder | $77,457 | $9,754+694.1% | $8,394+822.8% | $13,398+478.1% |