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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 | $90,564 | $160,070-43.4% | $147,117-38.4% | $145,897-37.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 7.04% | 98.69%-91.7pp | 420.54%-413.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $2,890 | $5,285-45.3% | $4,932-41.4% | $4,663-38.0% |
| Participant deferral / active EE | $6,004 | $8,419-28.7% | $8,065-25.6% | $6,689-10.2% |
| Admin fee / account holder | $17,024 | $15,035+13.2% | $12,993+31.0% | $13,390+27.1% |