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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 | $100,227 | $162,136-38.2% | $152,301-34.2% | $154,746-35.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 10.09% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.3pp |
| Employer contribution / active EE | $3,804 | $4,890-22.2% | $4,624-17.7% | $4,379-13.1% |
| Participant deferral / active EE | $9,489 | $8,341+13.8% | $8,004+18.6% | $6,730+41.0% |
| Admin fee / account holder | $61,131 | $15,759+287.9% | $14,398+324.6% | $14,365+325.5% |