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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 | $238,188 | $154,228+54.4% | $145,433+63.8% | $137,256+73.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 8.55% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,582 | $4,804-67.1% | $4,554-65.3% | $4,156-61.9% |
| Participant deferral / active EE | $9,449 | $8,216+15.0% | $7,897+19.6% | $6,407+47.5% |
| Admin fee / account holder | $48,750 | $14,344+239.9% | $13,129+271.3% | $12,270+297.3% |