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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 | $82,234 | $172,111-52.2% | $150,298-45.3% | $137,256-40.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 7.50% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.8pp |
| Employer contribution / active EE | $10,192 | $4,636+119.8% | $4,154+145.3% | $4,156+145.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,187 | $16,471-86.7% | $14,116-84.5% | $12,270-82.2% |