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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 | $30,067 | $70,366-57.3% | $66,674-54.9% | $138,895-78.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 12.17% | 386.41%-374.2pp | 321.24%-309.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,647 | $2,765-40.5% | $2,620-37.2% | $4,194-60.7% |
| Participant deferral / active EE | $1,532 | $4,374-65.0% | $4,084-62.5% | $6,396-76.0% |
| Admin fee / account holder | $1,857 | $5,262-64.7% | $5,098-63.6% | $12,562-85.2% |