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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 | $151,330 | $165,361-8.5% | $149,715+1.1% | $158,950-4.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.55% | 348.24%-340.7pp | 276.66%-269.1pp | 302.91%-295.4pp |
| Employer contribution / active EE | $1,418 | $5,103-72.2% | $4,645-69.5% | $4,762-70.2% |
| Participant deferral / active EE | $4,097 | $7,182-42.9% | $6,842-40.1% | $5,983-31.5% |
| Admin fee / account holder | $1,210 | $10,808-88.8% | $9,310-87.0% | $11,248-89.2% |