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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 | $127,682 | $154,228-17.2% | $145,433-12.2% | $137,256-7.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 8.88% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $2,803 | $4,804-41.7% | $4,554-38.5% | $4,156-32.6% |
| Participant deferral / active EE | $6,456 | $8,216-21.4% | $7,897-18.2% | $6,407+0.8% |
| Admin fee / account holder | $3,814 | $14,344-73.4% | $13,129-70.9% | $12,270-68.9% |