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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 | $132,928 | $172,111-22.8% | $150,298-11.6% | $137,256-3.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 4.95% | 69.37%-64.4pp | 62.79%-57.8pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,775 | $4,636-40.1% | $4,154-33.2% | $4,156-33.2% |
| Participant deferral / active EE | $6,595 | $6,166+7.0% | $5,453+21.0% | $6,407+2.9% |
| Admin fee / account holder | $1,001 | $16,471-93.9% | $14,116-92.9% | $12,270-91.8% |