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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 | $143,282 | $157,276-8.9% | $141,177+1.5% | $152,885-6.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 11.12% | 64.33%-53.2pp | 71.40%-60.3pp | 345.39%-334.3pp |
| Employer contribution / active EE | $2,332 | $5,262-55.7% | $4,736-50.8% | $4,763-51.0% |
| Participant deferral / active EE | $6,936 | $7,110-2.5% | $6,710+3.4% | $5,851+18.5% |
| Admin fee / account holder | $6,553 | $12,123-45.9% | $10,263-36.2% | $11,598-43.5% |