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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 | $68,167 | $227,291-70.0% | $214,702-68.3% | $155,188-56.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 6.20% | 60.08%-53.9pp | 54.55%-48.4pp | 148.84%-142.6pp |
| Employer contribution / active EE | $3,423 | $6,772-49.4% | $6,461-47.0% | $4,248-19.4% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,504 | $20,413-68.1% | $19,830-67.2% | $14,480-55.1% |