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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 | $63,328 | $181,062-65.0% | $158,223-60.0% | $155,188-59.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 4.43% | 57.39%-53.0pp | 52.09%-47.7pp | 148.84%-144.4pp |
| Employer contribution / active EE | $5,766 | $4,565+26.3% | $4,109+40.3% | $4,248+35.7% |
| Participant deferral / active EE | $8,755 | $6,134+42.7% | $5,467+60.1% | $6,531+34.0% |
| Admin fee / account holder | $18,909 | $18,825+0.4% | $16,047+17.8% | $14,480+30.6% |