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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 | $58,144 | $148,623-60.9% | $135,974-57.2% | $139,466-58.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 10.51% | 79.30%-68.8pp | 68.30%-57.8pp | 373.66%-363.2pp |
| Employer contribution / active EE | $1,931 | $5,246-63.2% | $4,859-60.3% | $4,754-59.4% |
| Participant deferral / active EE | $3,425 | $8,103-57.7% | $7,760-55.9% | $6,712-49.0% |
| Admin fee / account holder | $12,651 | $12,406+2.0% | $10,767+17.5% | $11,409+10.9% |