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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 | $72,418 | $183,592-60.6% | $155,567-53.4% | $145,959-50.4% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 8.05% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,350 | $5,315-55.8% | $4,674-49.7% | $4,661-49.6% |
| Participant deferral / active EE | $2,319 | $6,464-64.1% | $5,628-58.8% | $6,689-65.3% |
| Admin fee / account holder | $4,066 | $19,318-79.0% | $15,916-74.5% | $13,398-69.7% |