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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 | $247,576 | $178,174+39.0% | $156,181+58.5% | $137,256+80.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 7.27% | 84.19%-76.9pp | 64.87%-57.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $7,310 | $4,972+47.0% | $4,294+70.2% | $4,156+75.9% |
| Participant deferral / active EE | $21,800 | $6,888+216.5% | $6,132+255.5% | $6,407+240.3% |
| Admin fee / account holder | $2,627 | $17,404-84.9% | $14,586-82.0% | $12,270-78.6% |