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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 | $98,147 | $183,592-46.5% | $155,567-36.9% | $145,959-32.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 8.29% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.7pp |
| Employer contribution / active EE | $7,375 | $5,315+38.8% | $4,674+57.8% | $4,661+58.2% |
| Participant deferral / active EE | $6,878 | $6,464+6.4% | $5,628+22.2% | $6,689+2.8% |
| Admin fee / account holder | $548 | $19,318-97.2% | $15,916-96.6% | $13,398-95.9% |