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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 | $162,136+34.2% | $152,301+42.9% | $154,746+40.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 10.89% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,698 | $4,890-65.3% | $4,624-63.3% | $4,379-61.2% |
| Participant deferral / active EE | $7,903 | $8,341-5.3% | $8,004-1.3% | $6,730+17.4% |
| Admin fee / account holder | $17,000 | $15,759+7.9% | $14,398+18.1% | $14,365+18.3% |