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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 | $77,723 | $154,228-49.6% | $145,433-46.6% | $137,256-43.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.11% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,805 | $4,804-62.4% | $4,554-60.4% | $4,156-56.6% |
| Participant deferral / active EE | $3,459 | $8,216-57.9% | $7,897-56.2% | $6,407-46.0% |
| Admin fee / account holder | $14,020 | $14,344-2.3% | $13,129+6.8% | $12,270+14.3% |