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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 | $161,203 | $183,592-12.2% | $155,567+3.6% | $145,959+10.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.46% | 61.24%-53.8pp | 64.74%-57.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $1,547 | $5,315-70.9% | $4,674-66.9% | $4,661-66.8% |
| Participant deferral / active EE | $1,863 | $6,464-71.2% | $5,628-66.9% | $6,689-72.1% |
| Admin fee / account holder | $1,319 | $19,318-93.2% | $15,916-91.7% | $13,398-90.2% |