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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 | $162,136-59.2% | $152,301-56.6% | $154,746-57.3% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 8.92% | 91.02%-82.1pp | 80.50%-71.6pp | 172.34%-163.4pp |
| Employer contribution / active EE | $5,883 | $4,890+20.3% | $4,624+27.2% | $4,379+34.3% |
| Participant deferral / active EE | $3,100 | $8,341-62.8% | $8,004-61.3% | $6,730-53.9% |
| Admin fee / account holder | $920 | $15,759-94.2% | $14,398-93.6% | $14,365-93.6% |