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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 | $181,062-26.6% | $158,223-16.0% | $155,188-14.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 4.95% | 57.39%-52.4pp | 52.09%-47.1pp | 148.84%-143.9pp |
| Employer contribution / active EE | $2,775 | $4,565-39.2% | $4,109-32.5% | $4,248-34.7% |
| Participant deferral / active EE | $6,595 | $6,134+7.5% | $5,467+20.6% | $6,531+1.0% |
| Admin fee / account holder | $1,001 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |