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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 | $155,555-56.7% | $146,866-54.1% | $155,188-56.6% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 9.85% | 115.41%-105.6pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,030 | $4,647-77.8% | $4,425-76.7% | $4,248-75.8% |
| Participant deferral / active EE | $3,043 | $8,044-62.2% | $7,759-60.8% | $6,531-53.4% |
| Admin fee / account holder | $53,995 | $14,755+265.9% | $13,620+296.4% | $14,480+272.9% |