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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 | $65,129 | $183,592-64.5% | $155,567-58.1% | $145,959-55.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.51% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,999 | $5,315-43.6% | $4,674-35.8% | $4,661-35.7% |
| Participant deferral / active EE | $10,669 | $6,464+65.0% | $5,628+89.6% | $6,689+59.5% |
| Admin fee / account holder | $1,342 | $19,318-93.1% | $15,916-91.6% | $13,398-90.0% |