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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 | $217,629 | $154,228+41.1% | $145,433+49.6% | $137,256+58.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.89% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,698 | $4,804-64.7% | $4,554-62.7% | $4,156-59.2% |
| Participant deferral / active EE | $7,903 | $8,216-3.8% | $7,897+0.1% | $6,407+23.3% |
| Admin fee / account holder | $17,000 | $14,344+18.5% | $13,129+29.5% | $12,270+38.5% |