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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 | $130,253 | $114,119+14.1% | $107,187+21.5% | $138,895-6.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 6.69% | 273.21%-266.5pp | 204.55%-197.9pp | 145.39%-138.7pp |
| Employer contribution / active EE | $3,219 | $4,059-20.7% | $3,782-14.9% | $4,194-23.3% |
| Participant deferral / active EE | $7,458 | $5,538+34.7% | $5,096+46.4% | $6,396+16.6% |
| Admin fee / account holder | $12,154 | $10,024+21.3% | $9,162+32.7% | $12,562-3.2% |