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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 | $117,184 | $174,379-32.8% | $152,093-23.0% | $138,895-15.6% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 5.06% | 74.86%-69.8pp | 66.36%-61.3pp | 145.39%-140.3pp |
| Employer contribution / active EE | $11,052 | $4,652+137.6% | $4,175+164.7% | $4,194+163.5% |
| Participant deferral / active EE | $6,809 | $6,159+10.6% | $5,451+24.9% | $6,396+6.5% |
| Admin fee / account holder | $203,618 | $16,880+1106.3% | $14,497+1304.6% | $12,562+1520.9% |