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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 | $121,037 | $154,228-21.5% | $145,433-16.8% | $137,256-11.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 11.67% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $7,355 | $4,804+53.1% | $4,554+61.5% | $4,156+77.0% |
| Participant deferral / active EE | $18,194 | $8,216+121.4% | $7,897+130.4% | $6,407+184.0% |
| Admin fee / account holder | $31,598 | $14,344+120.3% | $13,129+140.7% | $12,270+157.5% |