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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 | $124,375 | $148,623-16.3% | $135,974-8.5% | $139,466-10.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 10.01% | 79.30%-69.3pp | 68.30%-58.3pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,723 | $8,103+7.7% | $7,760+12.4% | $6,712+30.0% |
| Admin fee / account holder | $12,456 | $12,406+0.4% | $10,767+15.7% | $11,409+9.2% |