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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 | $118,015 | $156,398-24.5% | $147,318-19.9% | $138,895-15.0% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 12.20% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,215 | $4,853-54.4% | $4,593-51.8% | $4,194-47.2% |
| Participant deferral / active EE | $6,236 | $8,237-24.3% | $7,906-21.1% | $6,396-2.5% |
| Admin fee / account holder | $8,021 | $14,976-46.4% | $13,708-41.5% | $12,562-36.2% |