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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 | $101,146 | $154,228-34.4% | $145,433-30.5% | $137,256-26.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 5.62% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,315 | $4,804-72.6% | $4,554-71.1% | $4,156-68.3% |
| Participant deferral / active EE | $2,989 | $8,216-63.6% | $7,897-62.1% | $6,407-53.3% |
| Admin fee / account holder | $567 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |