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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 | $131,056 | $156,398-16.2% | $147,318-11.0% | $138,895-5.6% |
| Participation rate | 82.6% | 83.8%-1.1pp | 82.1%+0.5pp | 79.9%+2.7pp |
| Annual return | 7.45% | 78.75%-71.3pp | 70.43%-63.0pp | 145.39%-137.9pp |
| Employer contribution / active EE | $10,217 | $4,853+110.5% | $4,593+122.5% | $4,194+143.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,591 | $14,976-89.4% | $13,708-88.4% | $12,562-87.3% |