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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 | $31,165 | $155,555-80.0% | $146,866-78.8% | $155,188-79.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 9.76% | 115.41%-105.7pp | 102.85%-93.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $2,423 | $4,647-47.9% | $4,425-45.2% | $4,248-43.0% |
| Participant deferral / active EE | $2,913 | $8,044-63.8% | $7,759-62.5% | $6,531-55.4% |
| Admin fee / account holder | $327 | $14,755-97.8% | $13,620-97.6% | $14,480-97.7% |