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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 | $45,739 | $172,111-73.4% | $150,298-69.6% | $137,256-66.7% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 9.97% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $4,283 | $4,636-7.6% | $4,154+3.1% | $4,156+3.1% |
| Participant deferral / active EE | $6,347 | $6,166+2.9% | $5,453+16.4% | $6,407-0.9% |
| Admin fee / account holder | $9,237 | $16,471-43.9% | $14,116-34.6% | $12,270-24.7% |