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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 | $183,539-46.5% | $155,556-36.9% | $145,897-32.7% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 8.29% | 61.31%-53.0pp | 64.84%-56.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $7,375 | $5,315+38.7% | $4,675+57.7% | $4,663+58.2% |
| Participant deferral / active EE | $6,878 | $6,467+6.3% | $5,631+22.1% | $6,689+2.8% |
| Admin fee / account holder | $548 | $19,275-97.2% | $15,885-96.6% | $13,390-95.9% |