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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 | $75,359 | $172,111-56.2% | $150,298-49.9% | $137,256-45.1% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 8.07% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $4,408 | $4,636-4.9% | $4,154+6.1% | $4,156+6.1% |
| Participant deferral / active EE | $9,338 | $6,166+51.5% | $5,453+71.3% | $6,407+45.8% |
| Admin fee / account holder | $6,443 | $16,471-60.9% | $14,116-54.4% | $12,270-47.5% |