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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 | $72,553 | $148,629-51.2% | $135,982-46.6% | $139,487-48.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 7.50% | 79.33%-71.8pp | 68.32%-60.8pp | 373.84%-366.3pp |
| Employer contribution / active EE | $6,263 | $5,247+19.4% | $4,859+28.9% | $4,755+31.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $40,036 | $12,406+222.7% | $10,767+271.8% | $11,407+251.0% |