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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 | $88,272 | $183,539-51.9% | $155,556-43.3% | $145,897-39.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.49% | 61.31%-53.8pp | 64.84%-57.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,372 | $5,315-55.4% | $4,675-49.3% | $4,663-49.1% |
| Participant deferral / active EE | $5,518 | $6,467-14.7% | $5,631-2.0% | $6,689-17.5% |
| Admin fee / account holder | $738 | $19,275-96.2% | $15,885-95.4% | $13,390-94.5% |