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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 | $126,760 | $111,535+13.7% | $105,223+20.5% | $137,256-7.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 6.46% | 237.85%-231.4pp | 180.65%-174.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,215 | $3,939-43.8% | $3,689-40.0% | $4,156-46.7% |
| Participant deferral / active EE | $4,718 | $5,500-14.2% | $5,072-7.0% | $6,407-26.4% |
| Admin fee / account holder | $12,723 | $9,721+30.9% | $8,859+43.6% | $12,270+3.7% |