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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 | $148,242 | $183,539-19.2% | $155,556-4.7% | $145,897+1.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.61% | 61.31%-53.7pp | 64.84%-57.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,100 | $5,315-79.3% | $4,675-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $2,802 | $6,467-56.7% | $5,631-50.2% | $6,689-58.1% |
| Admin fee / account holder | $2,618 | $19,275-86.4% | $15,885-83.5% | $13,390-80.4% |