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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 | $171,674 | $182,442-5.9% | $163,379+5.1% | $138,895+23.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 9.46% | 72.74%-63.3pp | 63.41%-54.0pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,679 | $4,159-59.6% | $3,752-55.2% | $4,194-60.0% |
| Participant deferral / active EE | $5,569 | $6,817-18.3% | $6,282-11.3% | $6,396-12.9% |
| Admin fee / account holder | $706 | $10,396-93.2% | $9,818-92.8% | $12,562-94.4% |