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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 | $175,231-48.7% | $149,696-40.0% | $139,466-35.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 5.25% | 166.77%-161.5pp | 134.46%-129.2pp | 373.66%-368.4pp |
| Employer contribution / active EE | $4,004 | $5,478-26.9% | $4,821-16.9% | $4,754-15.8% |
| Participant deferral / active EE | $10,615 | $6,521+62.8% | $5,682+86.8% | $6,712+58.2% |
| Admin fee / account holder | $12,202 | $16,155-24.5% | $13,212-7.6% | $11,409+6.9% |