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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 | $184,769 | $172,111+7.4% | $150,298+22.9% | $137,256+34.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 6.73% | 69.37%-62.6pp | 62.79%-56.1pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,720 | $4,636-62.9% | $4,154-58.6% | $4,156-58.6% |
| Participant deferral / active EE | $5,238 | $6,166-15.0% | $5,453-3.9% | $6,407-18.2% |
| Admin fee / account holder | $1,145 | $16,471-93.0% | $14,116-91.9% | $12,270-90.7% |