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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 | $202,315 | $154,228+31.2% | $145,433+39.1% | $137,256+47.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 11.11% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $18,765 | $4,804+290.6% | $4,554+312.0% | $4,156+351.5% |
| Participant deferral / active EE | $10,098 | $8,216+22.9% | $7,897+27.9% | $6,407+57.6% |
| Admin fee / account holder | $1,079 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |