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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 | $109,995 | $174,379-36.9% | $152,093-27.7% | $138,895-20.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 5.95% | 74.86%-68.9pp | 66.36%-60.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $9,635 | $4,652+107.1% | $4,175+130.8% | $4,194+129.7% |
| Participant deferral / active EE | $10,101 | $6,159+64.0% | $5,451+85.3% | $6,396+57.9% |
| Admin fee / account holder | $2,005 | $16,880-88.1% | $14,497-86.2% | $12,562-84.0% |