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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 | $146,864 | $209,336-29.8% | $197,124-25.5% | $137,256+7.0% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 10.64% | 48.09%-37.5pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $4,142 | $6,591-37.2% | $6,227-33.5% | $4,156-0.3% |
| Participant deferral / active EE | $8,014 | $9,614-16.6% | $9,135-12.3% | $6,407+25.1% |
| Admin fee / account holder | $4,700 | $17,308-72.8% | $16,298-71.2% | $12,270-61.7% |