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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 | $95,240 | $183,627-48.1% | $155,602-38.8% | $145,978-34.8% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 7.83% | 61.32%-53.5pp | 64.81%-57.0pp | 550.52%-542.7pp |
| Employer contribution / active EE | $8,623 | $5,316+62.2% | $4,675+84.4% | $4,662+85.0% |
| Participant deferral / active EE | $3,776 | $6,466-41.6% | $5,629-32.9% | $6,690-43.5% |
| Admin fee / account holder | $2,432 | $19,327-87.4% | $15,923-84.7% | $13,400-81.9% |