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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 | $87,806 | $172,111-49.0% | $150,298-41.6% | $137,256-36.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 7.28% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,722 | $4,636-19.7% | $4,154-10.4% | $4,156-10.4% |
| Participant deferral / active EE | $8,361 | $6,166+35.6% | $5,453+53.3% | $6,407+30.5% |
| Admin fee / account holder | $450,468 | $16,471+2634.9% | $14,116+3091.2% | $12,270+3571.3% |