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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 | $90,977 | $148,582-38.8% | $135,942-33.1% | $139,456-34.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.73% | 79.26%-68.5pp | 68.28%-57.5pp | 373.45%-362.7pp |
| Employer contribution / active EE | $1,909 | $5,245-63.6% | $4,858-60.7% | $4,753-59.8% |
| Participant deferral / active EE | $7,530 | $8,101-7.1% | $7,759-3.0% | $6,711+12.2% |
| Admin fee / account holder | $76,096 | $12,402+513.6% | $10,764+606.9% | $11,407+567.1% |