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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 | $188,613 | $154,228+22.3% | $145,433+29.7% | $137,256+37.4% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 11.08% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,290 | $4,804-31.5% | $4,554-27.8% | $4,156-20.8% |
| Participant deferral / active EE | $4,280 | $8,216-47.9% | $7,897-45.8% | $6,407-33.2% |
| Admin fee / account holder | $27,743 | $14,344+93.4% | $13,129+111.3% | $12,270+126.1% |