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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 | $50,178 | $185,312-72.9% | $161,489-68.9% | $154,746-67.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 9.05% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,950 | $4,769-38.1% | $4,268-30.9% | $4,379-32.6% |
| Participant deferral / active EE | $6,874 | $6,350+8.3% | $5,630+22.1% | $6,730+2.1% |
| Admin fee / account holder | $4,299 | $18,654-77.0% | $16,006-73.1% | $14,365-70.1% |