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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 | $77,384 | $154,228-49.8% | $145,433-46.8% | $137,256-43.6% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 10.95% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,394 | $4,804-29.4% | $4,554-25.5% | $4,156-18.3% |
| Participant deferral / active EE | $5,692 | $8,216-30.7% | $7,897-27.9% | $6,407-11.2% |
| Admin fee / account holder | $20,443 | $14,344+42.5% | $13,129+55.7% | $12,270+66.6% |