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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 | $92,682 | $211,239-56.1% | $178,528-48.1% | $145,877-36.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 5.74% | 30.22%-24.5pp | 27.11%-21.4pp | 551.28%-545.5pp |
| Employer contribution / active EE | $1,370 | $4,570-70.0% | $3,950-65.3% | $4,663-70.6% |
| Participant deferral / active EE | $4,173 | $6,963-40.1% | $6,278-33.5% | $6,691-37.6% |
| Admin fee / account holder | $26,185 | $12,095+116.5% | $10,419+151.3% | $13,402+95.4% |