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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 | $76,373 | $208,088-63.3% | $186,193-59.0% | $154,746-50.6% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 6.22% | 89.97%-83.8pp | 78.03%-71.8pp | 172.34%-166.1pp |
| Employer contribution / active EE | $3,894 | $4,340-10.3% | $3,918-0.6% | $4,379-11.1% |
| Participant deferral / active EE | $3,955 | $7,078-44.1% | $6,513-39.3% | $6,730-41.2% |
| Admin fee / account holder | $2,000 | $11,698-82.9% | $11,058-81.9% | $14,365-86.1% |