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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 | $129,040 | $176,786-27.0% | $146,643-12.0% | $167,536-23.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 5.13% | 24.04%-18.9pp | 22.75%-17.6pp | 478.82%-473.7pp |
| Employer contribution / active EE | $2,695 | $5,161-47.8% | $4,137-34.9% | $4,839-44.3% |
| Participant deferral / active EE | $5,711 | $6,440-11.3% | $5,506+3.7% | $6,342-10.0% |
| Admin fee / account holder | $367 | $13,262-97.2% | $10,280-96.4% | $12,315-97.0% |