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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 | $108,568 | $111,535-2.7% | $105,223+3.2% | $137,256-20.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 11.17% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,185 | $3,939-19.1% | $3,689-13.6% | $4,156-23.4% |
| Participant deferral / active EE | $6,945 | $5,500+26.3% | $5,072+36.9% | $6,407+8.4% |
| Admin fee / account holder | $13,834 | $9,721+42.3% | $8,859+56.2% | $12,270+12.7% |