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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 | $122,827 | $154,228-20.4% | $145,433-15.5% | $137,256-10.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 10.02% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,682 | $4,804-44.2% | $4,554-41.1% | $4,156-35.5% |
| Participant deferral / active EE | $7,930 | $8,216-3.5% | $7,897+0.4% | $6,407+23.8% |
| Admin fee / account holder | $33,967 | $14,344+136.8% | $13,129+158.7% | $12,270+176.8% |