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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 | $82,307 | $156,398-47.4% | $147,318-44.1% | $138,895-40.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 11.76% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $4,890 | $4,853+0.8% | $4,593+6.5% | $4,194+16.6% |
| Participant deferral / active EE | $13,696 | $8,237+66.3% | $7,906+73.2% | $6,396+114.1% |
| Admin fee / account holder | $54,021 | $14,976+260.7% | $13,708+294.1% | $12,562+330.0% |