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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 | $93,002 | $180,749-48.5% | $160,784-42.2% | $137,256-32.2% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 9.98% | 2234.46%-2224.5pp | 1803.92%-1793.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,116 | $4,155-49.1% | $3,733-43.3% | $4,156-49.1% |
| Participant deferral / active EE | $8,111 | $6,844+18.5% | $6,293+28.9% | $6,407+26.6% |
| Admin fee / account holder | $1,329 | $10,397-87.2% | $9,717-86.3% | $12,270-89.2% |