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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 | $67,895 | $100,970-32.8% | $96,576-29.7% | $137,256-50.5% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 11.54% | 38.16%-26.6pp | 38.47%-26.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,940 | $3,809-49.1% | $3,553-45.4% | $4,156-53.3% |
| Participant deferral / active EE | $2,625 | $8,286-68.3% | $7,956-67.0% | $6,407-59.0% |
| Admin fee / account holder | $6,920 | $11,312-38.8% | $11,381-39.2% | $12,270-43.6% |