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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 | $99,161 | $154,228-35.7% | $145,433-31.8% | $137,256-27.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,520 | $4,804-47.5% | $4,554-44.7% | $4,156-39.4% |
| Participant deferral / active EE | $6,204 | $8,216-24.5% | $7,897-21.4% | $6,407-3.2% |
| Admin fee / account holder | $12,249 | $14,344-14.6% | $13,129-6.7% | $12,270-0.2% |