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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 | $171,057 | $183,539-6.8% | $155,556+10.0% | $145,897+17.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 7.02% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,229 | $5,315-76.9% | $4,675-73.7% | $4,663-73.6% |
| Participant deferral / active EE | $2,091 | $6,467-67.7% | $5,631-62.9% | $6,689-68.7% |
| Admin fee / account holder | $1,702 | $19,275-91.2% | $15,885-89.3% | $13,390-87.3% |