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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 | $84,817 | $90,486-6.3% | $78,676+7.8% | $273,972-69.0% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 0.97% | 75.62%-74.7pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $2,479 | $3,175-21.9% | $2,850-13.0% | $4,869-49.1% |
| Participant deferral / active EE | $2,143 | $3,901-45.1% | $3,517-39.1% | $5,287-59.5% |
| Admin fee / account holder | $7,728 | $5,263+46.8% | $4,510+71.4% | $10,133-23.7% |