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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 | $107,938 | $174,379-38.1% | $152,093-29.0% | $138,895-22.3% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 9.96% | 74.86%-64.9pp | 66.36%-56.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,895 | $4,652-59.3% | $4,175-54.6% | $4,194-54.8% |
| Participant deferral / active EE | $1,980 | $6,159-67.9% | $5,451-63.7% | $6,396-69.1% |
| Admin fee / account holder | $1,941 | $16,880-88.5% | $14,497-86.6% | $12,562-84.5% |