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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% | $155,574-36.9% | $145,877-32.7% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 8.29% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $7,375 | $5,317+38.7% | $4,676+57.7% | $4,663+58.2% |
| Participant deferral / active EE | $6,878 | $6,466+6.4% | $5,629+22.2% | $6,691+2.8% |
| Admin fee / account holder | $548 | $19,316-97.2% | $15,914-96.6% | $13,402-95.9% |