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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 | $90,521 | $157,296-42.5% | $141,191-35.9% | $152,897-40.8% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.5%+8.0pp |
| Annual return | 5.12% | 64.34%-59.2pp | 71.41%-66.3pp | 345.43%-340.3pp |
| Employer contribution / active EE | $2,274 | $5,262-56.8% | $4,736-52.0% | $4,764-52.3% |
| Participant deferral / active EE | $9,061 | $7,111+27.4% | $6,710+35.0% | $5,851+54.9% |
| Admin fee / account holder | $13,347 | $12,125+10.1% | $10,264+30.0% | $11,599+15.1% |