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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 | $126,760 | $129,737-2.3% | $119,126+6.4% | $154,746-18.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 6.46% | 379.08%-372.6pp | 282.11%-275.6pp | 172.34%-165.9pp |
| Employer contribution / active EE | $2,215 | $4,375-49.4% | $4,034-45.1% | $4,379-49.4% |
| Participant deferral / active EE | $4,718 | $5,842-19.2% | $5,318-11.3% | $6,730-29.9% |
| Admin fee / account holder | $12,723 | $11,961+6.4% | $10,693+19.0% | $14,365-11.4% |