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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 | $172,111-26.4% | $150,298-15.7% | $137,256-7.7% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 8.87% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,697 | $4,636-63.4% | $4,154-59.2% | $4,156-59.2% |
| Participant deferral / active EE | $10,409 | $6,166+68.8% | $5,453+90.9% | $6,407+62.5% |
| Admin fee / account holder | $34,096 | $16,471+107.0% | $14,116+141.5% | $12,270+177.9% |