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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 | $64,617 | $156,398-58.7% | $147,318-56.1% | $138,895-53.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 8.82% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $6,547 | $4,853+34.9% | $4,593+42.5% | $4,194+56.1% |
| Participant deferral / active EE | $2,722 | $8,237-67.0% | $7,906-65.6% | $6,396-57.4% |
| Admin fee / account holder | $22,663 | $14,976+51.3% | $13,708+65.3% | $12,562+80.4% |