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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 | $145,338 | $154,228-5.8% | $145,433-0.1% | $137,256+5.9% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 12.33% | 74.59%-62.3pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,812 | $4,804-20.6% | $4,554-16.3% | $4,156-8.3% |
| Participant deferral / active EE | $14,265 | $8,216+73.6% | $7,897+80.6% | $6,407+122.7% |
| Admin fee / account holder | $23,393 | $14,344+63.1% | $13,129+78.2% | $12,270+90.6% |