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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 | $82,201 | $157,296-47.7% | $141,191-41.8% | $152,897-46.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 8.08% | 64.34%-56.3pp | 71.41%-63.3pp | 345.43%-337.3pp |
| Employer contribution / active EE | $1,777 | $5,262-66.2% | $4,736-62.5% | $4,764-62.7% |
| Participant deferral / active EE | $9,057 | $7,111+27.4% | $6,710+35.0% | $5,851+54.8% |
| Admin fee / account holder | $825 | $12,125-93.2% | $10,264-92.0% | $11,599-92.9% |