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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 | $127,827 | $174,379-26.7% | $152,093-16.0% | $138,895-8.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 7.78% | 74.86%-67.1pp | 66.36%-58.6pp | 145.39%-137.6pp |
| Employer contribution / active EE | $11,366 | $4,652+144.3% | $4,175+172.3% | $4,194+171.0% |
| Participant deferral / active EE | $8,657 | $6,159+40.6% | $5,451+58.8% | $6,396+35.3% |
| Admin fee / account holder | $28,383 | $16,880+68.1% | $14,497+95.8% | $12,562+125.9% |