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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 | $96,852 | $114,119-15.1% | $107,187-9.6% | $138,895-30.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 10.11% | 273.21%-263.1pp | 204.55%-194.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $4,544 | $4,059+12.0% | $3,782+20.1% | $4,194+8.3% |
| Participant deferral / active EE | $7,665 | $5,538+38.4% | $5,096+50.4% | $6,396+19.8% |
| Admin fee / account holder | $537 | $10,024-94.6% | $9,162-94.1% | $12,562-95.7% |