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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 | $47,080 | $157,304-70.1% | $141,197-66.7% | $152,909-69.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 9.28% | 64.34%-55.1pp | 71.41%-62.1pp | 345.46%-336.2pp |
| Employer contribution / active EE | $2,899 | $5,263-44.9% | $4,736-38.8% | $4,764-39.1% |
| Participant deferral / active EE | $9,640 | $7,111+35.6% | $6,710+43.7% | $5,851+64.7% |
| Admin fee / account holder | $6,825 | $12,126-43.7% | $10,265-33.5% | $11,601-41.2% |