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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 | $62,155 | $124,346-50.0% | $111,308-44.2% | $167,536-62.9% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.3%+14.0pp | 82.1%+9.2pp |
| Annual return | 6.26% | 37.45%-31.2pp | 54.67%-48.4pp | 478.82%-472.6pp |
| Employer contribution / active EE | $1,944 | $3,437-43.4% | $2,732-28.8% | $4,839-59.8% |
| Participant deferral / active EE | $3,763 | $5,182-27.4% | $4,487-16.1% | $6,342-40.7% |
| Admin fee / account holder | $2,741 | $10,621-74.2% | $7,965-65.6% | $12,315-77.7% |