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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 | $47,559 | $156,398-69.6% | $147,318-67.7% | $138,895-65.8% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 11.75% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,487 | $4,853-48.8% | $4,593-45.8% | $4,194-40.7% |
| Participant deferral / active EE | $7,929 | $8,237-3.7% | $7,906+0.3% | $6,396+24.0% |
| Admin fee / account holder | $18,758 | $14,976+25.3% | $13,708+36.8% | $12,562+49.3% |