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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 | $64,174 | $154,228-58.4% | $145,433-55.9% | $137,256-53.2% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 9.18% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $8,007 | $4,804+66.7% | $4,554+75.8% | $4,156+92.7% |
| Participant deferral / active EE | $9,047 | $8,216+10.1% | $7,897+14.6% | $6,407+41.2% |
| Admin fee / account holder | $65,065 | $14,344+353.6% | $13,129+395.6% | $12,270+430.3% |