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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 | $88,393 | $156,398-43.5% | $147,318-40.0% | $138,895-36.4% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 11.98% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,245 | $4,853-53.7% | $4,593-51.1% | $4,194-46.5% |
| Participant deferral / active EE | $4,437 | $8,237-46.1% | $7,906-43.9% | $6,396-30.6% |
| Admin fee / account holder | $46,445 | $14,976+210.1% | $13,708+238.8% | $12,562+269.7% |