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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 | $154,228-35.0% | $145,433-31.1% | $137,256-27.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.09% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $3,804 | $4,804-20.8% | $4,554-16.5% | $4,156-8.5% |
| Participant deferral / active EE | $9,489 | $8,216+15.5% | $7,897+20.1% | $6,407+48.1% |
| Admin fee / account holder | $61,131 | $14,344+326.2% | $13,129+365.6% | $12,270+398.2% |