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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 | $64,617 | $155,555-58.5% | $146,866-56.0% | $155,188-58.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 8.82% | 115.41%-106.6pp | 102.85%-94.0pp | 148.84%-140.0pp |
| Employer contribution / active EE | $6,547 | $4,647+40.9% | $4,425+48.0% | $4,248+54.1% |
| Participant deferral / active EE | $2,722 | $8,044-66.2% | $7,759-64.9% | $6,531-58.3% |
| Admin fee / account holder | $22,663 | $14,755+53.6% | $13,620+66.4% | $14,480+56.5% |