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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 | $137,315 | $111,535+23.1% | $105,223+30.5% | $137,2560% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 7.95% | 237.85%-229.9pp | 180.65%-172.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,206 | $3,939-69.4% | $3,689-67.3% | $4,156-71.0% |
| Participant deferral / active EE | $1,888 | $5,500-65.7% | $5,072-62.8% | $6,407-70.5% |
| Admin fee / account holder | $1,472 | $9,721-84.9% | $8,859-83.4% | $12,270-88.0% |