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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 | $85,634 | $111,814-23.4% | $103,378-17.2% | $145,978-41.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 8.22% | 24.80%-16.6pp | 24.91%-16.7pp | 550.52%-542.3pp |
| Employer contribution / active EE | $6,570 | $4,215+55.9% | $3,870+69.8% | $4,662+40.9% |
| Participant deferral / active EE | $11,375 | $5,618+102.5% | $5,058+124.9% | $6,690+70.0% |
| Admin fee / account holder | $781 | $9,764-92.0% | $8,401-90.7% | $13,400-94.2% |