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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 | $155,555-35.6% | $146,866-31.8% | $155,188-35.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 10.09% | 115.41%-105.3pp | 102.85%-92.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $3,804 | $4,647-18.1% | $4,425-14.0% | $4,248-10.4% |
| Participant deferral / active EE | $9,489 | $8,044+18.0% | $7,759+22.3% | $6,531+45.3% |
| Admin fee / account holder | $61,131 | $14,755+314.3% | $13,620+348.8% | $14,480+322.2% |