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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 | $71,206 | $201,344-64.6% | $184,243-61.4% | $145,877-51.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 8.76% | 29.01%-20.2pp | 28.82%-20.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $11,823 | $7,022+68.4% | $6,427+84.0% | $4,663+153.6% |
| Participant deferral / active EE | $12,914 | $9,807+31.7% | $9,132+41.4% | $6,691+93.0% |
| Admin fee / account holder | $12,350 | $16,382-24.6% | $13,914-11.2% | $13,402-7.9% |