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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 | $70,554 | $165,361-57.3% | $149,715-52.9% | $158,950-55.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 7.74% | 348.24%-340.5pp | 276.66%-268.9pp | 302.91%-295.2pp |
| Employer contribution / active EE | $1,602 | $5,103-68.6% | $4,645-65.5% | $4,762-66.4% |
| Participant deferral / active EE | $13,600 | $7,182+89.4% | $6,842+98.8% | $5,983+127.3% |
| Admin fee / account holder | $112,322 | $10,808+939.2% | $9,310+1106.5% | $11,248+898.6% |