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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 | $30,227 | $154,228-80.4% | $145,433-79.2% | $137,256-78.0% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 10.63% | 74.59%-64.0pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,278 | $4,804-31.8% | $4,554-28.0% | $4,156-21.1% |
| Participant deferral / active EE | $6,826 | $8,216-16.9% | $7,897-13.6% | $6,407+6.5% |
| Admin fee / account holder | $1,313 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |