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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 | $172,111-13.4% | $150,298-0.8% | $137,256+8.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 3.25% | 69.37%-66.1pp | 62.79%-59.5pp | 220.34%-217.1pp |
| Employer contribution / active EE | $2,369 | $4,636-48.9% | $4,154-43.0% | $4,156-43.0% |
| Participant deferral / active EE | $5,429 | $6,166-11.9% | $5,453-0.4% | $6,407-15.3% |
| Admin fee / account holder | $2,596 | $16,471-84.2% | $14,116-81.6% | $12,270-78.8% |