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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 | $88,140 | $157,304-44.0% | $141,197-37.6% | $152,909-42.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 2.25% | 64.34%-62.1pp | 71.41%-69.2pp | 345.46%-343.2pp |
| Employer contribution / active EE | $2,404 | $5,263-54.3% | $4,736-49.2% | $4,764-49.5% |
| Participant deferral / active EE | $6,265 | $7,111-11.9% | $6,710-6.6% | $5,851+7.1% |
| Admin fee / account holder | $8,726 | $12,126-28.0% | $10,265-15.0% | $11,601-24.8% |