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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 | $50,915 | $154,228-67.0% | $145,433-65.0% | $137,256-62.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 10.60% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $7,234 | $4,804+50.6% | $4,554+58.8% | $4,156+74.1% |
| Participant deferral / active EE | $10,728 | $8,216+30.6% | $7,897+35.8% | $6,407+67.4% |
| Admin fee / account holder | $93,015 | $14,344+548.5% | $13,129+608.5% | $12,270+658.1% |