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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 | $104,937 | $154,228-32.0% | $145,433-27.8% | $137,256-23.5% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 12.14% | 74.59%-62.5pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,618 | $4,804-24.7% | $4,554-20.6% | $4,156-12.9% |
| Participant deferral / active EE | $9,301 | $8,216+13.2% | $7,897+17.8% | $6,407+45.2% |
| Admin fee / account holder | $2,526 | $14,344-82.4% | $13,129-80.8% | $12,270-79.4% |