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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 | $109,216 | $154,228-29.2% | $145,433-24.9% | $137,256-20.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 9.11% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $5,530 | $4,804+15.1% | $4,554+21.4% | $4,156+33.1% |
| Participant deferral / active EE | $13,126 | $8,216+59.8% | $7,897+66.2% | $6,407+104.9% |
| Admin fee / account holder | $45,824 | $14,344+219.5% | $13,129+249.0% | $12,270+273.5% |