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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 | $104,359 | $183,516-43.1% | $155,534-32.9% | $145,884-28.5% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 7.49% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,934 | $5,315-63.6% | $4,675-58.6% | $4,662-58.5% |
| Participant deferral / active EE | $3,745 | $6,467-42.1% | $5,630-33.5% | $6,690-44.0% |
| Admin fee / account holder | $909 | $19,293-95.3% | $15,900-94.3% | $13,392-93.2% |