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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 | $134,368 | $223,823-40.0% | $211,142-36.4% | $154,746-13.2% |
| Participation rate | 90.9% | 87.9%+3.1pp | 87.3%+3.6pp | 80.7%+10.2pp |
| Annual return | 6.33% | 50.39%-44.1pp | 46.84%-40.5pp | 172.34%-166.0pp |
| Employer contribution / active EE | $4,857 | $6,787-28.4% | $6,442-24.6% | $4,379+10.9% |
| Participant deferral / active EE | $11,299 | $9,750+15.9% | $9,284+21.7% | $6,730+67.9% |
| Admin fee / account holder | $516 | $19,707-97.4% | $19,076-97.3% | $14,365-96.4% |