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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 | $16,914 | $111,535-84.8% | $105,223-83.9% | $137,256-87.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 6.20% | 237.85%-231.7pp | 180.65%-174.5pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,400 | $3,939-64.5% | $3,689-62.0% | $4,156-66.3% |
| Participant deferral / active EE | $5,268 | $5,500-4.2% | $5,072+3.9% | $6,407-17.8% |
| Admin fee / account holder | $2,804 | $9,721-71.2% | $8,859-68.3% | $12,270-77.1% |