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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 | $57,625 | $155,555-63.0% | $146,866-60.8% | $155,188-62.9% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 6.79% | 115.41%-108.6pp | 102.85%-96.1pp | 148.84%-142.0pp |
| Employer contribution / active EE | $6,799 | $4,647+46.3% | $4,425+53.7% | $4,248+60.1% |
| Participant deferral / active EE | $8,082 | $8,044+0.5% | $7,759+4.2% | $6,531+23.7% |
| Admin fee / account holder | $102,885 | $14,755+597.3% | $13,620+655.4% | $14,480+610.5% |