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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 | $22,765 | $154,228-85.2% | $145,433-84.3% | $137,256-83.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.51% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,737 | $4,804-63.8% | $4,554-61.9% | $4,156-58.2% |
| Participant deferral / active EE | $5,730 | $8,216-30.3% | $7,897-27.4% | $6,407-10.6% |
| Admin fee / account holder | $10,038 | $14,344-30.0% | $13,129-23.5% | $12,270-18.2% |