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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 | $81,319 | $110,379-26.3% | $102,412-20.6% | $145,884-44.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 8.76% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $990 | $4,216-76.5% | $3,870-74.4% | $4,662-78.8% |
| Participant deferral / active EE | $6,679 | $5,622+18.8% | $5,060+32.0% | $6,690-0.2% |
| Admin fee / account holder | $2,015 | $9,745-79.3% | $8,388-76.0% | $13,392-85.0% |