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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 | $67,670 | $209,336-67.7% | $197,124-65.7% | $137,256-50.7% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 11.30% | 48.09%-36.8pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $6,553 | $6,591-0.6% | $6,227+5.2% | $4,156+57.7% |
| Participant deferral / active EE | $6,348 | $9,614-34.0% | $9,135-30.5% | $6,407-0.9% |
| Admin fee / account holder | $498 | $17,308-97.1% | $16,298-96.9% | $12,270-95.9% |