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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 | $67,419 | $154,228-56.3% | $145,433-53.6% | $137,256-50.9% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 9.85% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,030 | $4,804-78.6% | $4,554-77.4% | $4,156-75.2% |
| Participant deferral / active EE | $3,043 | $8,216-63.0% | $7,897-61.5% | $6,407-52.5% |
| Admin fee / account holder | $53,995 | $14,344+276.4% | $13,129+311.3% | $12,270+340.1% |