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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 | $83,023 | $228,352-63.6% | $185,827-55.3% | $158,950-47.8% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 2.87% | 40.81%-37.9pp | 35.96%-33.1pp | 302.91%-300.0pp |
| Employer contribution / active EE | $8,728 | $4,967+75.7% | $4,087+113.5% | $4,762+83.3% |
| Participant deferral / active EE | $5,182 | $6,416-19.2% | $5,633-8.0% | $5,983-13.4% |
| Admin fee / account holder | $2,219 | $11,867-81.3% | $9,502-76.6% | $11,248-80.3% |