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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 | $81,465 | $165,399-50.7% | $149,745-45.6% | $158,982-48.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.89% | 348.34%-340.4pp | 276.72%-268.8pp | 302.99%-295.1pp |
| Employer contribution / active EE | $1,613 | $5,105-68.4% | $4,646-65.3% | $4,763-66.1% |
| Participant deferral / active EE | $2,494 | $7,183-65.3% | $6,843-63.6% | $5,983-58.3% |
| Admin fee / account holder | $593 | $10,811-94.5% | $9,312-93.6% | $11,252-94.7% |