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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 | $99,326 | $154,228-35.6% | $145,433-31.7% | $137,256-27.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.33% | 74.59%-64.3pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,998 | $4,804-58.4% | $4,554-56.1% | $4,156-51.9% |
| Participant deferral / active EE | $8,228 | $8,216+0.1% | $7,897+4.2% | $6,407+28.4% |
| Admin fee / account holder | $25,361 | $14,344+76.8% | $13,129+93.2% | $12,270+106.7% |