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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 | $101,595 | $114,119-11.0% | $107,187-5.2% | $138,895-26.9% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 9.21% | 273.21%-264.0pp | 204.55%-195.3pp | 145.39%-136.2pp |
| Employer contribution / active EE | $2,143 | $4,059-47.2% | $3,782-43.3% | $4,194-48.9% |
| Participant deferral / active EE | $1,582 | $5,538-71.4% | $5,096-69.0% | $6,396-75.3% |
| Admin fee / account holder | $6,763 | $10,024-32.5% | $9,162-26.2% | $12,562-46.2% |