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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 | $159,043 | $100,970+57.5% | $96,576+64.7% | $137,256+15.9% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 8.43% | 38.16%-29.7pp | 38.47%-30.0pp | 220.34%-211.9pp |
| Employer contribution / active EE | $727 | $3,809-80.9% | $3,553-79.5% | $4,156-82.5% |
| Participant deferral / active EE | $13,233 | $8,286+59.7% | $7,956+66.3% | $6,407+106.5% |
| Admin fee / account holder | $8,477 | $11,312-25.1% | $11,381-25.5% | $12,270-30.9% |