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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 | $196,059 | $154,228+27.1% | $145,433+34.8% | $137,256+42.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 11.81% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,864 | $4,804-61.2% | $4,554-59.1% | $4,156-55.2% |
| Participant deferral / active EE | $5,132 | $8,216-37.5% | $7,897-35.0% | $6,407-19.9% |
| Admin fee / account holder | $31,381 | $14,344+118.8% | $13,129+139.0% | $12,270+155.7% |