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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 | $126,663 | $185,312-31.6% | $161,489-21.6% | $154,746-18.1% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.7%-5.4pp | 80.7%-7.4pp |
| Annual return | 8.87% | 103.84%-95.0pp | 89.72%-80.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,697 | $4,769-64.4% | $4,268-60.3% | $4,379-61.3% |
| Participant deferral / active EE | $10,409 | $6,350+63.9% | $5,630+84.9% | $6,730+54.7% |
| Admin fee / account holder | $34,096 | $18,654+82.8% | $16,006+113.0% | $14,365+137.4% |