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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 | $72,631 | $155,555-53.3% | $146,866-50.5% | $155,188-53.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 10.56% | 115.41%-104.9pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $4,143 | $4,647-10.8% | $4,425-6.4% | $4,248-2.5% |
| Participant deferral / active EE | $5,610 | $8,044-30.3% | $7,759-27.7% | $6,531-14.1% |
| Admin fee / account holder | $64,466 | $14,755+336.9% | $13,620+373.3% | $14,480+345.2% |