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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% | $155,574-53.5% | $145,877-50.4% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 8.05% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,350 | $5,317-55.8% | $4,676-49.7% | $4,663-49.6% |
| Participant deferral / active EE | $2,319 | $6,466-64.1% | $5,629-58.8% | $6,691-65.3% |
| Admin fee / account holder | $4,066 | $19,316-78.9% | $15,914-74.4% | $13,402-69.7% |