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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 | $83,517 | $148,629-43.8% | $135,982-38.6% | $139,487-40.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 8.28% | 79.33%-71.1pp | 68.32%-60.0pp | 373.84%-365.6pp |
| Employer contribution / active EE | $12,001 | $5,247+128.7% | $4,859+147.0% | $4,755+152.4% |
| Participant deferral / active EE | $8,849 | $8,102+9.2% | $7,760+14.0% | $6,713+31.8% |
| Admin fee / account holder | $46,037 | $12,406+271.1% | $10,767+327.6% | $11,407+303.6% |