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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 | $74,480 | $157,304-52.7% | $141,197-47.3% | $152,909-51.3% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.5%+2.5pp |
| Annual return | 9.56% | 64.34%-54.8pp | 71.41%-61.8pp | 345.46%-335.9pp |
| Employer contribution / active EE | $6,862 | $5,263+30.4% | $4,736+44.9% | $4,764+44.0% |
| Participant deferral / active EE | $2,530 | $7,111-64.4% | $6,710-62.3% | $5,851-56.8% |
| Admin fee / account holder | $969 | $12,126-92.0% | $10,265-90.6% | $11,601-91.6% |