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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 | $60,943 | $217,432-72.0% | $185,851-67.2% | $167,553-63.6% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 6.55% | 148.43%-141.9pp | 122.11%-115.6pp | 478.89%-472.3pp |
| Employer contribution / active EE | $2,759 | $5,874-53.0% | $5,168-46.6% | $4,840-43.0% |
| Participant deferral / active EE | $9,692 | $6,357+52.5% | $5,569+74.0% | $6,343+52.8% |
| Admin fee / account holder | $3,145 | $19,820-84.1% | $16,245-80.6% | $12,316-74.5% |