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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 | $74,863 | $111,535-32.9% | $105,223-28.9% | $137,256-45.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 11.51% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,540 | $3,939-60.9% | $3,689-58.2% | $4,156-62.9% |
| Participant deferral / active EE | $2,468 | $5,500-55.1% | $5,072-51.3% | $6,407-61.5% |
| Admin fee / account holder | $5,272 | $9,721-45.8% | $8,859-40.5% | $12,270-57.0% |