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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 | $96,783 | $175,231-44.8% | $149,696-35.3% | $139,466-30.6% |
| Participation rate | 78.3% | 83.4%-5.1pp | 78.8%-0.5pp | 80.3%-2.1pp |
| Annual return | 9.44% | 166.77%-157.3pp | 134.46%-125.0pp | 373.66%-364.2pp |
| Employer contribution / active EE | $2,092 | $5,478-61.8% | $4,821-56.6% | $4,754-56.0% |
| Participant deferral / active EE | $7,291 | $6,521+11.8% | $5,682+28.3% | $6,712+8.6% |
| Admin fee / account holder | $3,427 | $16,155-78.8% | $13,212-74.1% | $11,409-70.0% |