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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 | $80,165 | $90,674-11.6% | $96,707-17.1% | $82,448-2.8% |
| Participation rate | 97.1% | 75.9%+21.1pp | 80.4%+16.7pp | 68.1%+29.0pp |
| Annual return | 10.97% | 49.05%-38.1pp | 34.78%-23.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $5,043 | $3,975+26.9% | $4,191+20.3% | $2,551+97.7% |
| Participant deferral / active EE | $6,540 | $5,696+14.8% | $5,997+9.1% | $4,139+58.0% |
| Admin fee / account holder | $10,442 | $7,568+38.0% | $7,503+39.2% | $7,234+44.3% |