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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 | $60,821 | $155,555-60.9% | $146,866-58.6% | $155,188-60.8% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 7.76% | 115.41%-107.7pp | 102.85%-95.1pp | 148.84%-141.1pp |
| Employer contribution / active EE | $7,674 | $4,647+65.1% | $4,425+73.4% | $4,248+80.7% |
| Participant deferral / active EE | $3,803 | $8,044-52.7% | $7,759-51.0% | $6,531-41.8% |
| Admin fee / account holder | $21,648 | $14,755+46.7% | $13,620+58.9% | $14,480+49.5% |