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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 | $184,790 | $172,111+7.4% | $150,298+22.9% | $137,256+34.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 9.20% | 69.37%-60.2pp | 62.79%-53.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,540 | $4,636-45.2% | $4,154-38.8% | $4,156-38.9% |
| Participant deferral / active EE | $8,613 | $6,166+39.7% | $5,453+58.0% | $6,407+34.4% |
| Admin fee / account holder | $3,856 | $16,471-76.6% | $14,116-72.7% | $12,270-68.6% |