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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 | $90,641 | $228,395-60.3% | $185,861-51.2% | $158,982-43.0% |
| Participation rate | 92.9% | 82.3%+10.5pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 1.16% | 40.82%-39.7pp | 35.96%-34.8pp | 302.99%-301.8pp |
| Employer contribution / active EE | $2,857 | $4,968-42.5% | $4,088-30.1% | $4,763-40.0% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,782 | $11,869-68.1% | $9,503-60.2% | $11,252-66.4% |