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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 | $101,175 | $165,399-38.8% | $149,745-32.4% | $158,982-36.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 7.04% | 348.34%-341.3pp | 276.72%-269.7pp | 302.99%-296.0pp |
| Employer contribution / active EE | $3,841 | $5,105-24.8% | $4,646-17.3% | $4,763-19.4% |
| Participant deferral / active EE | $9,877 | $7,183+37.5% | $6,843+44.3% | $5,983+65.1% |
| Admin fee / account holder | $2,738 | $10,811-74.7% | $9,312-70.6% | $11,252-75.7% |