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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 | $82,723 | $165,381-50.0% | $149,730-44.8% | $158,966-48.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 6.11% | 348.29%-342.2pp | 276.70%-270.6pp | 302.95%-296.8pp |
| Employer contribution / active EE | $6,337 | $5,104+24.2% | $4,645+36.4% | $4,762+33.1% |
| Participant deferral / active EE | $3,250 | $7,182-54.7% | $6,843-52.5% | $5,983-45.7% |
| Admin fee / account holder | $4,589 | $10,809-57.5% | $9,310-50.7% | $11,250-59.2% |