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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 | $126,598 | $156,398-19.1% | $147,318-14.1% | $138,895-8.9% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 6.99% | 78.75%-71.8pp | 70.43%-63.4pp | 145.39%-138.4pp |
| Employer contribution / active EE | $3,325 | $4,853-31.5% | $4,593-27.6% | $4,194-20.7% |
| Participant deferral / active EE | $7,097 | $8,237-13.8% | $7,906-10.2% | $6,396+11.0% |
| Admin fee / account holder | $311 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |