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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 | $87,210 | $157,304-44.6% | $141,197-38.2% | $152,909-43.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 1.97% | 64.34%-62.4pp | 71.41%-69.4pp | 345.46%-343.5pp |
| Employer contribution / active EE | $3,913 | $5,263-25.7% | $4,736-17.4% | $4,764-17.9% |
| Participant deferral / active EE | $9,286 | $7,111+30.6% | $6,710+38.4% | $5,851+58.7% |
| Admin fee / account holder | $661 | $12,126-94.5% | $10,265-93.6% | $11,601-94.3% |