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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 | $128,461 | $183,516-30.0% | $155,534-17.4% | $145,884-11.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 7.52% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,356 | $5,315-36.9% | $4,675-28.2% | $4,662-28.0% |
| Participant deferral / active EE | $7,848 | $6,467+21.4% | $5,630+39.4% | $6,690+17.3% |
| Admin fee / account holder | $34,970 | $19,293+81.3% | $15,900+119.9% | $13,392+161.1% |