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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 | $89,836 | $175,257-48.7% | $149,717-40.0% | $139,456-35.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 5.25% | 166.70%-161.5pp | 134.41%-129.2pp | 373.45%-368.2pp |
| Employer contribution / active EE | $4,004 | $5,477-26.9% | $4,820-16.9% | $4,753-15.7% |
| Participant deferral / active EE | $10,615 | $6,521+62.8% | $5,682+86.8% | $6,711+58.2% |
| Admin fee / account holder | $12,202 | $16,156-24.5% | $13,213-7.7% | $11,407+7.0% |