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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 | $174,379-23.8% | $152,093-12.6% | $138,895-4.3% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 4.95% | 74.86%-69.9pp | 66.36%-61.4pp | 145.39%-140.4pp |
| Employer contribution / active EE | $2,775 | $4,652-40.3% | $4,175-33.5% | $4,194-33.8% |
| Participant deferral / active EE | $6,595 | $6,159+7.1% | $5,451+21.0% | $6,396+3.1% |
| Admin fee / account holder | $1,001 | $16,880-94.1% | $14,497-93.1% | $12,562-92.0% |