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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 | $122,770 | $148,623-17.4% | $135,974-9.7% | $139,466-12.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.09% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,494 | $5,246-71.5% | $4,859-69.3% | $4,754-68.6% |
| Participant deferral / active EE | $2,607 | $8,103-67.8% | $7,760-66.4% | $6,712-61.2% |
| Admin fee / account holder | $566 | $12,406-95.4% | $10,767-94.7% | $11,409-95.0% |