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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 | $212,300 | $202,345+4.9% | $172,755+22.9% | $152,885+38.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 4.23% | 1029.77%-1025.5pp | 802.94%-798.7pp | 345.39%-341.2pp |
| Employer contribution / active EE | $1,589 | $5,858-72.9% | $5,144-69.1% | $4,763-66.6% |
| Participant deferral / active EE | $2,090 | $5,948-64.9% | $5,198-59.8% | $5,851-64.3% |
| Admin fee / account holder | $1,819 | $17,111-89.4% | $13,955-87.0% | $11,598-84.3% |