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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 | $105,132 | $198,457-47.0% | $170,435-38.3% | $147,586-28.8% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 6.69% | 257.30%-250.6pp | 205.94%-199.3pp | 578.59%-571.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,190 | $5,629-7.8% | $4,939+5.1% | $5,439-4.6% |
| Admin fee / account holder | $451 | $16,852-97.3% | $13,881-96.8% | $10,886-95.9% |