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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 | $66,097 | $154,228-57.1% | $145,433-54.6% | $137,256-51.8% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 8.92% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $5,883 | $4,804+22.5% | $4,554+29.2% | $4,156+41.6% |
| Participant deferral / active EE | $3,100 | $8,216-62.3% | $7,897-60.8% | $6,407-51.6% |
| Admin fee / account holder | $920 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |