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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 | $102,431 | $114,119-10.2% | $107,187-4.4% | $138,895-26.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 10.37% | 273.21%-262.8pp | 204.55%-194.2pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,211 | $4,059-45.5% | $3,782-41.5% | $4,194-47.3% |
| Participant deferral / active EE | $9,578 | $5,538+73.0% | $5,096+87.9% | $6,396+49.7% |
| Admin fee / account holder | $26,858 | $10,024+167.9% | $9,162+193.1% | $12,562+113.8% |