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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 | $116,425 | $183,539-36.6% | $155,556-25.2% | $145,897-20.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 6.02% | 61.31%-55.3pp | 64.84%-58.8pp | 552.29%-546.3pp |
| Employer contribution / active EE | $7,067 | $5,315+33.0% | $4,675+51.2% | $4,663+51.6% |
| Participant deferral / active EE | $6,102 | $6,467-5.6% | $5,631+8.4% | $6,689-8.8% |
| Admin fee / account holder | $1,322 | $19,275-93.1% | $15,885-91.7% | $13,390-90.1% |