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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 | $47,400 | $154,228-69.3% | $145,433-67.4% | $137,256-65.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 11.90% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $5,552 | $4,804+15.6% | $4,554+21.9% | $4,156+33.6% |
| Participant deferral / active EE | $16,028 | $8,216+95.1% | $7,897+103.0% | $6,407+150.2% |
| Admin fee / account holder | $16,659 | $14,344+16.1% | $13,129+26.9% | $12,270+35.8% |