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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 | $75,490 | $174,379-56.7% | $152,093-50.4% | $138,895-45.6% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 10.25% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $6,710 | $4,652+44.2% | $4,175+60.7% | $4,194+60.0% |
| Participant deferral / active EE | $6,802 | $6,159+10.4% | $5,451+24.8% | $6,396+6.3% |
| Admin fee / account holder | $601 | $16,880-96.4% | $14,497-95.9% | $12,562-95.2% |