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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 | $87,593 | $136,860-36.0% | $120,344-27.2% | $154,746-43.4% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 4.35% | 21.38%-17.0pp | 20.30%-16.0pp | 172.34%-168.0pp |
| Employer contribution / active EE | $6,560 | $3,533+85.7% | $3,020+117.2% | $4,379+49.8% |
| Participant deferral / active EE | $13,597 | $5,793+134.7% | $5,135+164.8% | $6,730+102.0% |
| Admin fee / account holder | $99,827 | $15,393+548.5% | $12,742+683.5% | $14,365+594.9% |