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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 | $149,110 | $174,379-14.5% | $152,093-2.0% | $138,895+7.4% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 3.25% | 74.86%-71.6pp | 66.36%-63.1pp | 145.39%-142.1pp |
| Employer contribution / active EE | $2,369 | $4,652-49.1% | $4,175-43.2% | $4,194-43.5% |
| Participant deferral / active EE | $5,429 | $6,159-11.8% | $5,451-0.4% | $6,396-15.1% |
| Admin fee / account holder | $2,596 | $16,880-84.6% | $14,497-82.1% | $12,562-79.3% |